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MIM

Merewether Investment Management Portfolio holdings

AUM $5.16B
1-Year Est. Return 86.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.75B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$78.2M
3
+$62.1M
4
XOM icon
Exxon Mobil
XOM
+$59.1M
5
MTZ icon
MasTec
MTZ
+$56.5M

Top Sells

1
+$96.6M
2
+$88.6M
3
+$62.6M
4
TRGP icon
Targa Resources
TRGP
+$57.2M
5
CVX icon
Chevron
CVX
+$53.9M

Sector Composition

1 Energy 58.9%
2 Utilities 27.01%
3 Materials 7.7%
4 Industrials 5.49%
5 Technology 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.13%
+37,600
52
$1.91M 0.07%
18,200
-44,767
53
$687K 0.03%
+22,000
54
$566K 0.02%
6,400
55
– –
-279,071
56
– –
-173,566
57
– –
-371,896
58
– –
-1,099,809
59
– –
-388,740
60
– –
-488,476
61
– –
-25,785
62
– –
-875,361
63
– –
-273,637
64
– –
-1,952,495
65
– –
-856,200
66
– –
-62,296
67
– –
-28,500
68
– –
-66,157
69
– –
-175,575
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3