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
$34.3M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$4.56M
2 +$4.22M
3 +$3.07M
4
VTRS icon
Viatris
VTRS
+$1.1M
5
REV
Revlon, Inc.
REV
+$729K

Sector Composition

1 Consumer Discretionary 45.16%
2 Consumer Staples 41.22%
3 Healthcare 10.04%
4 Real Estate 2.56%
5 Financials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.5M 45.16%
588,035
-173,315
2
$14.1M 41.22%
1,397,025
-72,135
3
$3.44M 10.04%
253,790
-81,010
4
$876K 2.56%
61,235
-295,005
5
$353K 1.03%
11,940
-103,773