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
$2.17B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$80.3M
3
+$66.1M
4
NGG icon
National Grid
NGG
+$62.1M
5
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$61.1M

Top Sells

1
+$88.1M
2
+$75.2M
3
+$67.7M
4
FTI icon
TechnipFMC
FTI
+$60.5M
5
WFRD icon
Weatherford International
WFRD
+$50.7M

Sector Composition

1 Energy 60.4%
2 Utilities 16.46%
3 Industrials 9.43%
4 Technology 7.78%
5 Materials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,660,914
52
– –
-1,006,700
53
– –
-320,300
54
– –
-13,083
55
– –
-4,300
1 2
3