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
$145M
AUM Growth
+$857K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.45M
3
+$1.11M
4
EXP icon
Eagle Materials
EXP
+$848K
5
EPD icon
Enterprise Products Partners
EPD
+$605K

Top Sells

1
+$670K
2
+$588K
3
+$565K
4
BN icon
Brookfield
BN
+$555K
5
FNV icon
Franco-Nevada
FNV
+$463K

Sector Composition

1 Energy 33.32%
2 Materials 11.15%
3 Financials 10.88%
4 Industrials 10.18%
5 Real Estate 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBTC icon
51
Grayscale Bitcoin Trust
GBTC
$46B
$526K 0.36%
6,199
-112
QCOM icon
52
Qualcomm
QCOM
$203B
$524K 0.36%
3,290
-215
GOOGL icon
53
Alphabet (Google) Class A
GOOGL
$3.26T
$517K 0.36%
2,933
-760
BRKR icon
54
Bruker
BRKR
$5.86B
$513K 0.35%
12,453
+52
MOS icon
55
The Mosaic Company
MOS
$9.38B
$492K 0.34%
13,495
-2,900
TRP icon
56
TC Energy
TRP
$52.5B
$486K 0.33%
9,970
-310
MELI icon
57
Mercado Libre
MELI
$116B
$481K 0.33%
184
-1
BG icon
58
Bunge Global
BG
$19.3B
$479K 0.33%
5,966
-127
SII
59
Sprott
SII
$2.06B
$464K 0.32%
6,721
+11
IBIT icon
60
iShares Bitcoin Trust
IBIT
$88B
$459K 0.32%
7,505
-43
ARW icon
61
Arrow Electronics
ARW
$6.15B
$422K 0.29%
3,314
-487
BTU icon
62
Peabody Energy
BTU
$3.45B
$393K 0.27%
29,290
-26,599
SFM icon
63
Sprouts Farmers Market
SFM
$10.4B
$379K 0.26%
2,304
-118
ATKR icon
64
Atkore
ATKR
$2.31B
$369K 0.25%
5,226
-197
ENVX icon
65
Enovix
ENVX
$2.65B
$351K 0.24%
38,827
-1,800
PSLV icon
66
Sprott Physical Silver Trust
PSLV
$8.5B
$346K 0.24%
28,240
+925
XOM icon
67
Exxon Mobil
XOM
$494B
$330K 0.23%
3,060
-185
REXR icon
68
Rexford Industrial Realty
REXR
$9.9B
$327K 0.23%
9,206
-3,944
SSNC icon
69
SS&C Technologies
SSNC
$20.9B
$320K 0.22%
3,867
+335
ALEX
70
Alexander & Baldwin
ALEX
$1.24B
$311K 0.21%
17,431
-419
NTR icon
71
Nutrien
NTR
$27.9B
$299K 0.21%
5,142
-717
NPK icon
72
National Presto Industries
NPK
$778M
$296K 0.2%
+3,024
HGTY icon
73
Hagerty
HGTY
$1.11B
$296K 0.2%
29,295
+190
GE icon
74
GE Aerospace
GE
$330B
$288K 0.2%
1,119
-724
VLTO icon
75
Veralto
VLTO
$25.8B
$284K 0.2%
+2,817
1 2
3
4 5