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
51
$430K 0.33%
32,875
-3,796
52
$418K 0.32%
25,101
+1,201
53
$400K 0.31%
3,177
-15
54
$400K 0.31%
3,471
+176
55
$395K 0.3%
2,989
-4,333
56
$380K 0.29%
5,811
-165
57
$377K 0.29%
3,264
+258
58
$377K 0.29%
10,350
-1,300
59
$374K 0.29%
440
+14
60
$372K 0.28%
7,731
-1,408
61
$371K 0.28%
1,763
+322
62
$367K 0.28%
2,102
+5
63
$361K 0.28%
11,667
-74
64
$361K 0.28%
2,277
+50
65
$360K 0.28%
43,777
+14,024
66
$355K 0.27%
825
-48
67
$354K 0.27%
2,266
-76
68
$350K 0.27%
6,871
+1,013
69
$350K 0.27%
20,625
+4,750
70
$342K 0.26%
9,025
-1,400
71
$335K 0.26%
+2,109
72
$324K 0.25%
7,795
+625
73
$317K 0.24%
4,671
+125
74
$315K 0.24%
1,719
-20
75
$263K 0.2%
1,947
+119