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
$177M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$1.25M
3 +$594K
4
UPS icon
United Parcel Service
UPS
+$521K
5
AKAM icon
Akamai
AKAM
+$471K

Top Sells

1 +$1.81M
2 +$1.11M
3 +$799K
4
LMT icon
Lockheed Martin
LMT
+$465K
5
KBAL
Kimball International
KBAL
+$420K

Sector Composition

1 Technology 11.35%
2 Financials 10.61%
3 Healthcare 8.8%
4 Industrials 8.76%
5 Consumer Staples 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1K ﹤0.01%
12
252
$1K ﹤0.01%
+18
253
$1K ﹤0.01%
49
254
-15,261
255
-10,886
256
-2,000
257
0
258
-333
259
-11,482
260
-1,310
261
-2,187
262
-132
263
$0 ﹤0.01%
8
264
$0 ﹤0.01%
+8
265
-400
266
-35,182
267
-2,750
268
-61