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
76
$205K 0.21%
+3,850
77
$204K 0.21%
+1,193
78
$196K 0.2%
+32,130
79
$195K 0.2%
+15,559
80
$182K 0.19%
+68,600
81
$169K 0.17%
+16,250
82
$166K 0.17%
+20,680
83
$145K 0.15%
+11,813
84
$110K 0.11%
+17,765
85
$84K 0.09%
+15,062