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
$1.02B
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$21.7M
2 +$21M
3 +$14.6M
4
WFT
Weatherford International plc
WFT
+$4.99M
5
APC
Anadarko Petroleum
APC
+$1.14M

Top Sells

1 +$31.2M
2 +$18.2M
3 +$15.5M
4
XEC
CIMAREX ENERGY CO
XEC
+$15M
5
OXY icon
Occidental Petroleum
OXY
+$6.89M

Sector Composition

1 Energy 88.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.27M 0.52%
54,500
-322,730
27
$399K 0.04%
19,414
-6,462
28
-33,945