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
$242M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Sells

1 +$481K
2 +$422K
3 +$242K
4
SCVL icon
Shoe Carnival
SCVL
+$231K
5
UPS icon
United Parcel Service
UPS
+$222K

Sector Composition

1 Technology 12.38%
2 Healthcare 11.04%
3 Financials 8.46%
4 Consumer Discretionary 8.2%
5 Energy 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$38.3K 0.02%
2,044
227
$38.2K 0.02%
+1,422
228
$37K 0.02%
1,000
229
$34.6K 0.01%
+66
230
$34.6K 0.01%
270
231
$32.9K 0.01%
605
232
$32.9K 0.01%
2,060
233
$32.9K 0.01%
750
234
$32.2K 0.01%
675
+1
235
$31.8K 0.01%
+1,372
236
$30.2K 0.01%
316
+15
237
$28.8K 0.01%
100
238
$28.7K 0.01%
300
239
$27.9K 0.01%
424
240
$24.4K 0.01%
94
241
$24.3K 0.01%
275
242
$21.4K 0.01%
145
243
$20.4K 0.01%
162
+47
244
$19.6K 0.01%
254
+202
245
$19.5K 0.01%
225
246
$19.2K 0.01%
207
+15
247
$17.4K 0.01%
210
248
$16.7K 0.01%
107
249
$16.4K 0.01%
+100
250
$14.6K 0.01%
+154