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
$315M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Sells

1 +$1.63M
2 +$253K
3 +$242K
4
HD icon
Home Depot
HD
+$190K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.29%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GILD icon
401
Gilead Sciences
GILD
$154B
$30.6K 0.01%
276
+176
PANW icon
402
Palo Alto Networks
PANW
$132B
$30.5K 0.01%
150
VTI icon
403
Vanguard Total Stock Market ETF
VTI
$563B
$30.5K 0.01%
93
FNX icon
404
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.16B
$30.5K 0.01%
243
OIH icon
405
VanEck Oil Services ETF
OIH
$1.17B
$30.4K 0.01%
117
FLEX icon
406
Flex
FLEX
$21.2B
$30.3K 0.01%
522
IAU icon
407
iShares Gold Trust
IAU
$65.5B
$29.1K 0.01%
400
URA icon
408
Global X Uranium ETF
URA
$5.17B
$28.6K 0.01%
600
CC icon
409
Chemours
CC
$1.91B
$28.3K 0.01%
1,788
-551
WTS icon
410
Watts Water Technologies
WTS
$9.04B
$27.9K 0.01%
100
HOG icon
411
Harley-Davidson
HOG
$2.86B
$27.9K 0.01%
1,000
CTRE icon
412
CareTrust REIT
CTRE
$8.36B
$27.7K 0.01%
800
RPV icon
413
Invesco S&P 500 Pure Value ETF
RPV
$1.38B
$27.3K 0.01%
275
MKC icon
414
McCormick & Company Non-Voting
MKC
$17.6B
$26.8K 0.01%
400
MBC icon
415
MasterBrand
MBC
$1.43B
$26.3K 0.01%
2,000
SHW icon
416
Sherwin-Williams
SHW
$83.7B
$26K 0.01%
75
HBAN icon
417
Huntington Bancshares
HBAN
$26.1B
$25.9K 0.01%
1,500
HFXI icon
418
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.18B
$25.9K 0.01%
835
A icon
419
Agilent Technologies
A
$42.1B
$25.7K 0.01%
200
CL icon
420
Colgate-Palmolive
CL
$63.5B
$25.7K 0.01%
321
-110
ANET icon
421
Arista Networks
ANET
$160B
$25.5K 0.01%
175
FAST icon
422
Fastenal
FAST
$46.5B
$25.4K 0.01%
518
NVRI icon
423
Enviri
NVRI
$1.48B
$25.4K 0.01%
2,000
SPGI icon
424
S&P Global
SPGI
$149B
$25.3K 0.01%
52
MTD icon
425
Mettler-Toledo International
MTD
$29.6B
$24.6K 0.01%
20