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
$169M
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$3.91M
2 +$733K

Top Sells

1 +$11.6M
2 +$2.07M
3 +$1.2M
4
KT icon
KT
KT
+$548K
5
VATE icon
INNOVATE Corp
VATE
+$137K

Sector Composition

1 Consumer Staples 45.4%
2 Communication Services 33.86%
3 Consumer Discretionary 10.22%
4 Financials 5.87%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$71.5M 42.26%
2,837,247
-459,331
2
$35.6M 21.06%
290,006
-16,849
3
$21.6M 12.8%
1,521,758
-38,555
4
$17.3M 10.22%
1,181,703
+266,955
5
$9.93M 5.87%
236,480
-28,547
6
$7.87M 4.66%
298,212
-5,190
7
$5.3M 3.13%
125,377
+17,346