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
$30.3M
AUM Growth
-$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$4.95M
2 +$876K
3 +$537K
4
VTRS icon
Viatris
VTRS
+$527K
5
AEL
American Equity Investment Life Holding Company
AEL
+$353K

Sector Composition

1 Consumer Staples 50.58%
2 Consumer Discretionary 39.81%
3 Healthcare 9.6%
4 Financials 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.3M 50.58%
1,349,696
-47,329
2
$12M 39.81%
416,725
-171,310
3
$2.91M 9.6%
214,815
-38,975
4
-61,235
5
-11,940