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
$517M
AUM Growth
-$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$11.7M
3 +$7.49M

Top Sells

1 +$11.3M
2 +$8.25M
3 +$6.09M
4
OXY icon
Occidental Petroleum
OXY
+$3.23M
5
NBR icon
Nabors Industries
NBR
+$3.06M

Sector Composition

1 Energy 88.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$8.64M 1.67%
3,773,823
-246,550
27
$8.28M 1.6%
459,050
-24,580
28
$7.49M 1.45%
+34,061
29
$3.09M 0.6%
124,410
30
-18,250