MIM

Meixler Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 12.73%
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$611K
2 +$446K
3 +$335K
4
PPG icon
PPG Industries
PPG
+$267K
5
JOE icon
St. Joe Company
JOE
+$261K

Top Sells

1 +$572K
2 +$336K
3 +$300K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$245K
5
CNQ icon
Canadian Natural Resources
CNQ
+$231K

Sector Composition

1 Energy 37.08%
2 Materials 11.52%
3 Financials 10.19%
4 Consumer Discretionary 6.17%
5 Industrials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.14M 0.88%
16,771
-412
27
$1.12M 0.86%
3,251
-380
28
$1.07M 0.82%
79,455
-721
29
$1.03M 0.79%
8,630
-1,531
30
$968K 0.74%
17,303
+3,531
31
$962K 0.74%
6,874
+4,364
32
$849K 0.65%
8,920
-3,533
33
$811K 0.62%
9,947
-315
34
$810K 0.62%
4,069
-176
35
$741K 0.57%
25,642
-2,387
36
$721K 0.55%
3,959
+201
37
$660K 0.51%
4,144
-71
38
$657K 0.5%
5,694
+1,405
39
$602K 0.46%
8,114
-77
40
$570K 0.44%
10,866
-272
41
$541K 0.41%
48,450
-8,000
42
$519K 0.4%
12,496
-814
43
$510K 0.39%
184,000
+375
44
$500K 0.38%
54,050
+9,100
45
$490K 0.38%
7,247
-197
46
$466K 0.36%
29,118
-525
47
$452K 0.35%
9,432
-616
48
$446K 0.34%
+7,226
49
$441K 0.34%
420
-5
50
$436K 0.33%
2,006
-112