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
$3.47B
AUM Growth
+$719M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$129M
2 +$95M
3 +$90.7M
4
NVT icon
nVent Electric
NVT
+$65.6M
5
XEL icon
Xcel Energy
XEL
+$65.5M

Top Sells

1 +$76.7M
2 +$71.1M
3 +$69.7M
4
NEM icon
Newmont
NEM
+$50.7M
5
COP icon
ConocoPhillips
COP
+$45.7M

Sector Composition

1 Energy 49.26%
2 Utilities 27.43%
3 Industrials 12.49%
4 Materials 7.07%
5 Technology 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,847,214