MIM

Merewether Investment Management Portfolio holdings

AUM $4.18B
1-Year Est. Return 47.57%
This Quarter Est. Return
1 Year Est. Return
+47.57%
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
+$125M
2
+$102M
3
+$73.2M
4
NGG icon
National Grid
NGG
+$66.5M
5
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$64.5M

Top Sells

1
+$123M
2
+$75.7M
3
+$75M
4
FTI icon
TechnipFMC
FTI
+$59.9M
5
SU icon
Suncor Energy
SU
+$42.3M

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
– –
-156,000
52
– –
-4,300
53
– –
-342,200
54
– –
-1,109,400
55
– –
-4,660,914
1 2
3