MIM
Meixler Investment Management Portfolio holdings
AUM
$145M
1-Year Est. Return
12.73%
1 Year Est. Return
+12.73%
AUM
$145M
AUM Growth
+$857K
(+0.59%)
Holding
107
Top Buys
| 1 | +$1.73M | |
| 2 | +$1.45M | |
| 3 | +$1.11M | |
| 4 |
Eagle Materials
EXP
|
+$848K |
| 5 |
Enterprise Products Partners
EPD
|
+$605K |
Top Sells
| 1 | +$670K | |
| 2 | +$588K | |
| 3 | +$565K | |
| 4 |
Brookfield
BN
|
+$555K |
| 5 |
Franco-Nevada
FNV
|
+$463K |
Sector Composition
| 1 | Energy | 33.32% |
| 2 | Materials | 11.15% |
| 3 | Financials | 10.88% |
| 4 | Industrials | 10.18% |
| 5 | Real Estate | 8.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Diageo
DEO
$52.9B
| – | – |
-2,014
|
|
||
102
iShares US Aerospace & Defense ETF
ITA
$12B
| – | – |
-1,308
|
|
||
103
Nuveen Arizona Quality Municipal Income Fund
NAZ
$139M
| – | – |
-18,050
|
|
||
104
Regeneron Pharmaceuticals
REGN
$62B
| – | – |
-400
|
|
||
105
Teck Resources
TECK
$20.4B
| – | – |
-5,556
|
|
||
106
Walmart
WMT
$833B
| – | – |
-2,490
|
|
||
107
Wolfspeed
WOLF
$799M
| – | – |
-11,348
|
|