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
$177M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.25M
3
+$594K
4
UPS icon
United Parcel Service
UPS
+$521K
5
AKAM icon
Akamai
AKAM
+$471K

Top Sells

1
+$1.81M
2
+$1.11M
3
+$799K
4
LMT icon
Lockheed Martin
LMT
+$465K
5
KBAL
Kimball International
KBAL
+$420K

Sector Composition

1 Technology 11.35%
2 Financials 10.61%
3 Healthcare 8.8%
4 Industrials 8.76%
5 Consumer Staples 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.01%
648
227
$14K 0.01%
540
228
$12K 0.01%
+56
229
$11K 0.01%
370
230
$11K 0.01%
142
231
$11K 0.01%
115
232
$10K 0.01%
300
233
$9K 0.01%
90
234
$9K 0.01%
+131
235
$9K 0.01%
100
236
$8K ﹤0.01%
+89
237
$8K ﹤0.01%
34
238
$7K ﹤0.01%
71
239
$6K ﹤0.01%
163
240
$6K ﹤0.01%
202
241
$5K ﹤0.01%
183
242
$4K ﹤0.01%
65
-580
243
$4K ﹤0.01%
75
244
$4K ﹤0.01%
38
245
$4K ﹤0.01%
+20
246
$4K ﹤0.01%
+46
247
$2K ﹤0.01%
+17
248
$2K ﹤0.01%
34
249
$2K ﹤0.01%
68
250
$2K ﹤0.01%
20
7 8 9
10
11