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
$136M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$2.27M
3 +$896K
4
AEL
American Equity Investment Life Holding Company
AEL
+$87.5K
5
VATE icon
INNOVATE Corp
VATE
+$9.44K

Top Sells

1 +$312K
2 +$210K

Sector Composition

1 Consumer Staples 50.75%
2 Communication Services 25.98%
3 Consumer Discretionary 13.44%
4 Financials 5.78%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$61.4M 44.99%
2,866,772
+105,927
2
$19.9M 14.57%
274,568
+48,979
3
$18.3M 13.44%
1,225,033
+59,862
4
$15.6M 11.42%
1,343,027
-26,863
5
$7.88M 5.78%
263,388
+2,923
6
$7.86M 5.76%
122,241
-3,264
7
$5.53M 4.05%
254,816
+435