MG

Mitchell Group Portfolio holdings

AUM $94M
1-Year Est. Return 5.85%
This Quarter Est. Return
1 Year Est. Return
-5.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$14.2M
3 +$8.81M
4
DVN icon
Devon Energy
DVN
+$7.52M
5
NFX
Newfield Exploration
NFX
+$6.11M

Top Sells

1 +$6.38M
2 +$2.79M
3 +$1.97M
4
SWN
Southwestern Energy Company
SWN
+$1.12M

Sector Composition

1 Energy 94.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-32,700