MIM

Merewether Investment Management Portfolio holdings

AUM $3.47B
1-Year Est. Return 39.84%
This Quarter Est. Return
1 Year Est. Return
+39.84%
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 +$98.7M
3 +$72.8M
4
EQT icon
EQT Corp
EQT
+$69.5M
5
PR icon
Permian Resources
PR
+$56.9M

Top Sells

1 +$70.6M
2 +$60.6M
3 +$59M
4
VLO icon
Valero Energy
VLO
+$57.8M
5
NRG icon
NRG Energy
NRG
+$51.9M

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
-455,900
52
-361,507
53
-117,628
54
-1,325,658