MIM

Merewether Investment Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 48.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$83.5M
2
+$67M
3
+$52.2M
4
OKE icon
Oneok
OKE
+$45M
5
TECK icon
Teck Resources
TECK
+$37.9M

Top Sells

1
+$110M
2
+$85.4M
3
+$51.1M
4
FE icon
FirstEnergy
FE
+$46.9M
5
FLEX icon
Flex
FLEX
+$45.8M

Sector Composition

1 Energy 71.22%
2 Materials 9.31%
3 Utilities 9.09%
4 Technology 4.01%
5 Consumer Discretionary 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-790,220
52
– –
-83,430
53
– –
-371,852
54
– –
-795,400
1 2
3