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
$111M
AUM Growth
+$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$914K
3
+$859K
4
DEO icon
Diageo
DEO
+$654K
5
METCB icon
Ramaco Resources Class B
METCB
+$616K

Top Sells

1
+$697K
2
+$677K
3
+$466K
4
WLK icon
Westlake Corp
WLK
+$387K
5
SHW icon
Sherwin-Williams
SHW
+$368K

Sector Composition

1 Energy 39.06%
2 Materials 12.19%
3 Financials 11.09%
4 Consumer Staples 5.03%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$388K 0.35%
27,693
+8,375
52
$379K 0.34%
624
-99
53
$373K 0.33%
453
-20
54
$371K 0.33%
10,775
+1,700
55
$363K 0.32%
7,995
-16
56
$361K 0.32%
178,699
+52,900
57
$303K 0.27%
964
-163
58
$292K 0.26%
5,481
-2,016
59
$279K 0.25%
+5,641
60
$275K 0.25%
5,305
-2,425
61
$269K 0.24%
103,431
-33,225
62
$267K 0.24%
472
+33
63
$266K 0.24%
5,063
-2,230
64
$259K 0.23%
4,201
+338
65
$256K 0.23%
57,125
+26,748
66
$254K 0.23%
1,261
+117
67
$239K 0.21%
2,132
-752
68
$238K 0.21%
+2,530
69
$229K 0.2%
1,351
-34
70
$228K 0.2%
+9,300
71
$223K 0.2%
+1,341
72
$214K 0.19%
119,300
-6,600
73
$210K 0.19%
1,910
+45
74
$190K 0.17%
27,455
+2,000
75
$176K 0.16%
13,450
+1,287
1 2
3
4