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
$97.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.1M
3
+$9.47M
4
SU icon
Suncor Energy
SU
+$6.65M
5
LMT icon
Lockheed Martin
LMT
+$2.92M

Top Sells

No sells this quarter

Sector Composition

1 Energy 24.64%
2 Consumer Staples 12.53%
3 Financials 11.49%
4 Materials 6.37%
5 Technology 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$378K 0.39%
+1,653
52
$335K 0.35%
+21,652
53
$332K 0.34%
+7,930
54
$319K 0.33%
+1,186
55
$310K 0.32%
+5,074
56
$306K 0.32%
+20,571
57
$292K 0.3%
+462
58
$286K 0.29%
+1,980
59
$283K 0.29%
+499
60
$282K 0.29%
+6,638
61
$273K 0.28%
+17,800
62
$272K 0.28%
+4,451
63
$261K 0.27%
+5,050
64
$258K 0.27%
+1,487
65
$256K 0.26%
+1,987
66
$255K 0.26%
+2,245
67
$244K 0.25%
+693
68
$244K 0.25%
+5,935
69
$244K 0.25%
+17,111
70
$230K 0.24%
+3,180
71
$230K 0.24%
+4,283
72
$222K 0.23%
+3,342
73
$212K 0.22%
+39,909
74
$209K 0.22%
+1,000
75
$206K 0.21%
+1,316
1 2
3
4