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
1
$12.8M 13.18%
+891,161
2
$10.1M 10.4%
+510,239
3
$9.47M 9.75%
+31,663
4
$6.65M 6.85%
+265,604
5
$2.92M 3%
+8,202
6
$2.77M 2.85%
+171,699
7
$2.63M 2.7%
+27,629
8
$2.5M 2.58%
+6,026
9
$2.48M 2.56%
+155,150
10
$2.38M 2.45%
+50,283
11
$2.27M 2.33%
+59,996
12
$2.02M 2.09%
+14,640
13
$1.74M 1.79%
+10,086
14
$1.55M 1.59%
+29,778
15
$1.44M 1.48%
+38,392
16
$1.43M 1.47%
+64,950
17
$1.28M 1.32%
+17,689
18
$1.17M 1.2%
+4,515
19
$1.16M 1.19%
+48,496
20
$1.15M 1.18%
+14,023
21
$1.06M 1.09%
+33,563
22
$1.04M 1.07%
+5,693
23
$979K 1.01%
+16,587
24
$975K 1%
+62,489
25
$968K 1%
+2,325
1
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