MIM
MTM Investment Management Portfolio holdings
AUM $259M
AUM
$259M
AUM Growth
-$1.24M (-0.5%)
Cap. Flow
+$3.41M
Cap. Flow % of AUM
1.32%
Top 10 Holdings %Top 10 Hldgs %
29.17%
Holding
287
New
21
Increased
75
Reduced
74
Closed
7
Top Buys
| 1 | $1.29M | |
| 2 | $874K | |
| 3 | $531K | |
| 4 | $519K | |
| 5 | $512K |
Top Sells
| 1 | $1.07M | |
| 2 | $599K | |
| 3 | $374K | |
| 4 | $221K | |
| 5 | $116K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $11K | 0% | 100 | – | – | |||
| $10.7K | 0% | 260 | – | – | |||
| $10.4K | 0% | 98 | – | – | |||
| $9.53K | 0% | 95 +25 | +36% | +$2.51K | |||
| $9.1K | 0% | 305 | – | – | |||
| $8.79K | 0% | 90 | – | – | |||
| $8.69K | 0% | 402 | New | +$8.69K | |||
| $8.11K | 0% | 406 | – | – | |||
| $7.72K | 0% | 200 | New | +$7.72K | |||
| $7.42K | 0% | 270 | – | – | |||
| $7.39K | 0% | 87 | – | – | |||
| $7.12K | 0% | 32 | – | – | |||
| $7.11K | 0% | 82 | – | – | |||
| $6.96K | 0% | 10,637 | – | – | |||
| $6.58K | 0% | 150 | – | – | |||
| $5.73K | 0% | 46 | – | – | |||
| $5.49K | 0% | 50 | – | – | |||
| $5.32K | 0% | 240 | New | +$5.32K | |||
| $5.22K | 0% | 165 | – | – | |||
| $5.07K | 0% | 15,000 | – | – | |||
| $4.99K | 0% | 25 | – | – | |||
| $4.98K | 0% | 212 | New | +$4.98K | |||
| $3.78K | 0% | 110 | – | – | |||
| $3.69K | 0% | 40 | – | – | |||
| $1.77K | 0% | 7 | New | +$1.77K |
