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
$191M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.08M
3
+$949K
4
PROF
Profound Medical
PROF
+$290K
5
CVX icon
Chevron
CVX
+$277K

Top Sells

1
+$931K
2
+$930K
3
+$202K
4
AMGN icon
Amgen
AMGN
+$198K
5
MRK icon
Merck
MRK
+$195K

Sector Composition

1 Technology 11.55%
2 Financials 10.28%
3 Healthcare 8.81%
4 Industrials 8.46%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
145
227
$19K 0.01%
570
228
$18K 0.01%
239
229
$18K 0.01%
532
230
$16K 0.01%
320
231
$16K 0.01%
648
232
$15K 0.01%
540
233
$13K 0.01%
+600
234
$12K 0.01%
56
235
$12K 0.01%
142
236
$12K 0.01%
115
237
$11K 0.01%
370
238
$11K 0.01%
300
239
$10K 0.01%
+305
240
$10K 0.01%
100
241
$9K ﹤0.01%
90
242
$9K ﹤0.01%
50
-45
243
$8K ﹤0.01%
34
244
$8K ﹤0.01%
202
245
$7K ﹤0.01%
71
246
$6K ﹤0.01%
78
-53
247
$6K ﹤0.01%
56
-33
248
$6K ﹤0.01%
163
249
$5K ﹤0.01%
20
250
$5K ﹤0.01%
46
7 8 9
10
11