MIM

Mittleman Investment Management Portfolio holdings

AUM $17.4M
1-Year Est. Return 36.11%
This Quarter Est. Return
1 Year Est. Return
-36.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$7.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$1.26M
3
+$397K
4
KT icon
KT
KT
+$234K
5
KB icon
KB Financial Group
KB
+$214K

Top Sells

1
+$9.03M
2
+$6.73M
3
+$3.97K

Sector Composition

1 Communication Services 31.76%
2 Consumer Staples 29.17%
3 Industrials 17.35%
4 Financials 12.4%
5 Real Estate 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.5M 29.17%
1,566,675
-163,297
2
$46.8M 21.15%
1,392,778
+11,805
3
$38.4M 17.35%
3,075,335
+100,587
4
$27.4M 12.4%
781,026
+6,095
5
$23.5M 10.61%
1,795,546
+17,890
6
$20.3M 9.18%
5,129,005
+1,648,665
7
$299K 0.14%
10,537
-140
8
– –
-1,913,405