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
$119M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M

Top Sells

1
+$7.97M
2
+$6.28M
3
+$3.7M
4
KT icon
KT
KT
+$1.02M
5
VATE icon
INNOVATE Corp
VATE
+$888K

Sector Composition

1 Consumer Staples 43.64%
2 Communication Services 32.33%
3 Consumer Discretionary 12.9%
4 Financials 6.03%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45M 37.85%
2,330,465
-324,835
2
$21.3M 17.93%
228,802
-39,692
3
$17.1M 14.4%
1,385,184
-82,265
4
$15.4M 12.9%
1,183,763
-12,820
5
$7.17M 6.03%
+264,050
6
$6.9M 5.8%
128,294
-10,259
7
$6.07M 5.1%
257,359
-37,637
8
– –
-215,075