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
$222M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$4.19M
3
+$4.14M
4
KB icon
KB Financial Group
KB
+$1.47M
5
VATE icon
INNOVATE Corp
VATE
+$545K

Top Sells

1
+$12.4M
2
+$3.38M
3
+$50.9K

Sector Composition

1 Communication Services 42.18%
2 Consumer Staples 25.35%
3 Industrials 11.68%
4 Consumer Discretionary 11.04%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.2M 31.65%
2,331,185
+578,275
2
$56.3M 25.35%
1,748,043
+130,257
3
$24.5M 11.04%
1,307,126
+221,055
4
$23.4M 10.53%
1,639,098
-3,571
5
$21.6M 9.74%
759,487
+51,520
6
$18.9M 8.52%
1,376,058
-245,961
7
$7.03M 3.17%
163,535
+12,672
8
– –
-6,318,501