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
76
$172K 0.15%
+11,010
77
$161K 0.14%
+19,725
78
$154K 0.14%
+29,155
79
$136K 0.12%
17,940
-2,000
80
$121K 0.11%
12,516
-6,900
81
$99.6K 0.09%
25,550
-209
82
$85.9K 0.08%
2,325
+490
83
$82.6K 0.07%
+12,150
84
$79.3K 0.07%
+27,425
85
– –
-8,650
86
– –
-3,411
87
– –
-2,216
88
– –
-3,315
89
– –
-11,200
90
– –
-1,387
91
– –
-10,999
92
– –
-1,153
93
– –
-3,240
1 2 3
4