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
$183M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$929K
3
+$524K

Top Sells

1
+$5.04M
2
+$2.91M
3
+$2.38M
4
VATE icon
INNOVATE Corp
VATE
+$43.7K

Sector Composition

1 Consumer Staples 29.79%
2 Communication Services 29.31%
3 Consumer Discretionary 17.77%
4 Financials 11.72%
5 Industrials 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.6M 29.79%
2,304,282
+22,111
2
$32.8M 17.9%
144,294
+68,407
3
$32.6M 17.77%
1,780,584
+50,748
4
$21.5M 11.72%
425,726
-99,802
5
$20.9M 11.41%
1,257,134
-143,156
6
$11M 5.99%
620,059
-164,275
7
$9.93M 5.41%
168,788
-744