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
$250M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$57K

Top Sells

1 +$2.28M
2 +$1.14M
3 +$1.05M
4
KB icon
KB Financial Group
KB
+$799K
5
VATE icon
INNOVATE Corp
VATE
+$60.8K

Sector Composition

1 Communication Services 40.16%
2 Consumer Staples 25.71%
3 Consumer Discretionary 12.78%
4 Industrials 11.28%
5 Financials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$75.1M 30.05%
2,296,439
-34,746
2
$64.2M 25.71%
1,746,451
-1,592
3
$31.9M 12.78%
1,309,466
+2,340
4
$25.3M 10.11%
1,573,526
-65,572
5
$25.2M 10.08%
736,127
-23,360
6
$19.3M 7.73%
1,230,586
-145,472
7
$8.85M 3.54%
162,420
-1,115