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
$1.9B
AUM Growth
+$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$91.2M
3
+$73.9M
4
EQT icon
EQT Corp
EQT
+$73.6M
5
PR icon
Permian Resources
PR
+$58.4M

Top Sells

1
+$71.4M
2
+$60.6M
3
+$59.5M
4
PSX icon
Phillips 66
PSX
+$59M
5
NRG icon
NRG Energy
NRG
+$51.6M

Sector Composition

1 Energy 67.51%
2 Utilities 14.63%
3 Industrials 8.3%
4 Technology 5.88%
5 Materials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-60,634
52
– –
-2,437,800
53
– –
0
54
– –
-2,174,109
1 2
3