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
$217M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.37M
3
+$815K

Top Sells

1
+$8.72M
2
+$3.25M
3
+$1.25M
4
KT icon
KT
KT
+$406K
5
VATE icon
INNOVATE Corp
VATE
+$332K

Sector Composition

1 Communication Services 39.65%
2 Consumer Staples 37.58%
3 Industrials 8.55%
4 Consumer Discretionary 8.32%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.5M 33.86%
3,296,578
-56,007
2
$62.9M 28.98%
306,855
-15,844
3
$23.2M 10.67%
1,560,313
-27,330
4
$18.6M 8.55%
303,402
-5,428
5
$18.1M 8.32%
914,748
+170,715
6
$12.8M 5.89%
265,027
+16,870
7
$8.07M 3.72%
+108,031
8
– –
-665,846