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
$65.4M
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$297K

Top Sells

1
+$7.86M
2
+$1.3M
3
+$872K
4
VATE icon
INNOVATE Corp
VATE
+$428K
5
AEL
American Equity Investment Life Holding Company
AEL
+$383K

Sector Composition

1 Consumer Staples 46.55%
2 Communication Services 29.49%
3 Consumer Discretionary 11.59%
4 Financials 6.98%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.5M 46.55%
2,787,021
-79,751
2
$10.1M 15.51%
321,105
+46,537
3
$9.15M 13.98%
1,176,038
-166,989
4
$7.59M 11.59%
1,275,020
+49,987
5
$4.57M 6.98%
243,038
-20,350
6
$3.52M 5.38%
227,199
-27,617
7
– –
-122,241