MIM

MTM Investment Management Portfolio holdings

AUM $315M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
-$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$874K
3
+$531K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$519K
5
HON icon
Honeywell
HON
+$512K

Top Sells

1
+$2.78M
2
+$1.07M
3
+$599K
4
MSFT icon
Microsoft
MSFT
+$374K
5
BX icon
Blackstone
BX
+$234K

Sector Composition

1 Technology 12.47%
2 Financials 9.64%
3 Healthcare 9.56%
4 Energy 8.69%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.6K 0.02%
680
227
$45.3K 0.02%
+1,795
228
$43.5K 0.02%
+2,192
229
$39.6K 0.02%
+1,422
230
$36.9K 0.01%
270
231
$36.6K 0.01%
+370
232
$33.9K 0.01%
2,044
233
$33.8K 0.01%
300
234
$33.6K 0.01%
682
+1
235
$31.1K 0.01%
301
236
$30.1K 0.01%
605
237
$29.7K 0.01%
+642
238
$25.6K 0.01%
93
239
$25.3K 0.01%
275
240
$19.1K 0.01%
455
241
$18.3K 0.01%
202
-23
242
$17.2K 0.01%
107
243
$17.1K 0.01%
100
244
$16.6K 0.01%
384
245
$15.8K 0.01%
400
-230
246
$15.3K 0.01%
195
247
$15.2K 0.01%
115
248
$15K 0.01%
653
+4
249
$14K 0.01%
810
-1,250
250
$11.5K ﹤0.01%
85
-60
8 9
10
11 12