MI

Merk Investments Portfolio holdings

AUM $325M
1-Year Est. Return 204.12%
This Quarter Est. Return
1 Year Est. Return
+204.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$36.6M

Top Sells

1 +$210K

Sector Composition

1 Materials 99.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$58M 31.6%
6,200,000
2
$38.1M 20.75%
28,460,411
+27,360,000
3
$26.7M 14.58%
1,000,000
4
$17.9M 9.75%
165,000
5
$11M 6.02%
500,000
6
$10.2M 5.57%
275,000
7
$8.58M 4.68%
3,000,000
8
$6.86M 3.74%
5,524,510
9
$5.7M 3.11%
2,000,000
10
$386K 0.21%
12,794
-6,969