MIM

Mittleman Investment Management Portfolio holdings

AUM $17.4M
1-Year Est. Return 36.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-36.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.56M

Top Sells

1
+$10.7M
2
+$9.13M
3
+$4.38M
4
VATE icon
INNOVATE Corp
VATE
+$3.99M
5
AEL
American Equity Investment Life Holding Company
AEL
+$1.75M

Sector Composition

1 Consumer Staples 33.11%
2 Consumer Discretionary 26.9%
3 Communication Services 21.48%
4 Industrials 11.24%
5 Financials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 33.11%
1,806,191
-980,830
2
$10.3M 19.1%
1,158,879
-116,141
3
$9.48M 17.55%
220,933
-100,172
4
$4.21M 7.8%
+256,632
5
$3.93M 7.27%
158,973
-84,065
6
$3.19M 5.91%
+139,414
7
$2.88M 5.33%
86,196
-141,003
8
$2.12M 3.93%
217,969
-958,069