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
$102M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$553K
3
+$524K
4
ZBH icon
Zimmer Biomet
ZBH
+$414K
5
PM icon
Philip Morris
PM
+$322K

Top Sells

1
+$592K
2
+$543K
3
+$537K
4
HD icon
Home Depot
HD
+$483K
5
ALEX
Alexander & Baldwin
ALEX
+$477K

Sector Composition

1 Energy 29.16%
2 Consumer Staples 11.56%
3 Financials 11.46%
4 Materials 8.62%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$406K 0.4%
9,850
-750
52
$403K 0.39%
577
+115
53
$401K 0.39%
8,308
-5,436
54
$393K 0.38%
4,762
-312
55
$359K 0.35%
1,673
+20
56
$347K 0.34%
1,152
-34
57
$322K 0.31%
21,432
-220
58
$319K 0.31%
+3,886
59
$293K 0.29%
2,929
-251
60
$288K 0.28%
2,060
+80
61
$264K 0.26%
30,130
-2,000
62
$255K 0.25%
+1,200
63
$248K 0.24%
1,996
+680
64
$246K 0.24%
1,467
-20
65
$244K 0.24%
+58
66
$238K 0.23%
3,834
-6,685
67
$237K 0.23%
948
+255
68
$236K 0.23%
109,088
+40,488
69
$235K 0.23%
14,461
-1,098
70
$234K 0.23%
39,784
-125
71
$229K 0.22%
397
-102
72
$212K 0.21%
+1,959
73
$211K 0.21%
16,521
-4,050
74
$207K 0.2%
1,700
-287
75
$203K 0.2%
15,250
-2,550
1 2
3
4