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
$205M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1 +$545K
2 +$476K
3 +$466K
4
HD icon
Home Depot
HD
+$368K
5
ONEW icon
OneWater Marine
ONEW
+$258K

Top Sells

1 +$556K
2 +$508K
3 +$432K
4
CMI icon
Cummins
CMI
+$347K
5
CXT icon
Crane NXT
CXT
+$309K

Sector Composition

1 Technology 13.21%
2 Healthcare 10.55%
3 Energy 8.44%
4 Consumer Discretionary 8.21%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$26.8K 0.01%
1,412
227
$24.4K 0.01%
100
228
$22.9K 0.01%
301
229
$22.8K 0.01%
685
230
$22.4K 0.01%
300
231
$21.5K 0.01%
200
232
$21.3K 0.01%
275
-5,573
233
$20.7K 0.01%
94
+38
234
$19.3K 0.01%
145
235
$16.2K 0.01%
210
236
$15.9K 0.01%
192
237
$14.8K 0.01%
107
238
$12.7K 0.01%
320
239
$12.6K 0.01%
570
240
$12.3K 0.01%
115
241
$11.4K 0.01%
540
242
$9.76K ﹤0.01%
885
243
$9.08K ﹤0.01%
305
244
$8.56K ﹤0.01%
90
245
$7.46K ﹤0.01%
87
246
$7.34K ﹤0.01%
406
247
$7.1K ﹤0.01%
85
+39
248
$6.92K ﹤0.01%
175
249
$6.36K ﹤0.01%
32
250
$5.68K ﹤0.01%
82