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
$49.9M
AUM Growth
+$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$187K

Top Sells

1 +$2.9M
2 +$1.09M
3 +$713K

Sector Composition

1 Consumer Staples 37.8%
2 Consumer Discretionary 36.55%
3 Healthcare 9.59%
4 Real Estate 8.57%
5 Financials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18.9M 37.8%
1,469,160
-225,890
2
$18.2M 36.55%
761,350
-45,675
3
$4.78M 9.59%
334,800
+126,050
4
$4.28M 8.57%
356,240
-59,352
5
$3.74M 7.49%
115,713
+5,800