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
$191M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.08M
3
+$949K
4
PROF
Profound Medical
PROF
+$290K
5
CVX icon
Chevron
CVX
+$277K

Top Sells

1
+$931K
2
+$930K
3
+$202K
4
AMGN icon
Amgen
AMGN
+$198K
5
MRK icon
Merck
MRK
+$195K

Sector Composition

1 Technology 11.55%
2 Financials 10.28%
3 Healthcare 8.81%
4 Industrials 8.46%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
65
252
$4K ﹤0.01%
38
253
$4K ﹤0.01%
75
254
$2K ﹤0.01%
17
255
$2K ﹤0.01%
34
256
$2K ﹤0.01%
68
257
$2K ﹤0.01%
20
258
$1K ﹤0.01%
12
259
$1K ﹤0.01%
18
260
$1K ﹤0.01%
49
261
– –
-500
262
– –
-553
263
– –
-183
264
– –
-14,772
265
– –
-18,570
266
– –
-10,000
267
– –
-230
268
$0 ﹤0.01%
8
269
– –
-5,279
270
$0 ﹤0.01%
6
-2
7 8 9 10
11