MIM

MTM Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 19.56%
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$9.61M
2 +$7.49M
3 +$5.76M
4
MSFT icon
Microsoft
MSFT
+$4.88M
5
JPM icon
JPMorgan Chase
JPM
+$4.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.61%
2 Financials 9.49%
3 Healthcare 9.1%
4 Industrials 8.86%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1K ﹤0.01%
+20
227
$1K ﹤0.01%
+49
228
0
229
$0 ﹤0.01%
+8
230
$0 ﹤0.01%
+61