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
$298M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$1.23M
3 +$711K
4
DECK icon
Deckers Outdoor
DECK
+$640K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$632K

Sector Composition

1 Technology 13.28%
2 Financials 10.22%
3 Healthcare 8.63%
4 Consumer Discretionary 8.11%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MTD icon
426
Mettler-Toledo International
MTD
$28.7B
$23.5K 0.01%
+20
ITW icon
427
Illinois Tool Works
ITW
$70.8B
$23.5K 0.01%
+95
SKIN icon
428
The Beauty Health Co
SKIN
$163M
$23.4K 0.01%
+12,250
FDD icon
429
First Trust STOXX European Select Dividend Income Fund
FDD
$696M
$23.3K 0.01%
+1,500
URA icon
430
Global X Uranium ETF
URA
$4.74B
$23.3K 0.01%
+600
SLB icon
431
SLB Ltd
SLB
$55.2B
$22.2K 0.01%
+658
HLT icon
432
Hilton Worldwide
HLT
$62.7B
$22.1K 0.01%
+83
MKL icon
433
Markel Group
MKL
$26B
$22K 0.01%
+11
HWM icon
434
Howmet Aerospace
HWM
$81.8B
$22K 0.01%
+118
MBC icon
435
MasterBrand
MBC
$1.29B
$21.9K 0.01%
+2,000
FAST icon
436
Fastenal
FAST
$46.4B
$21.8K 0.01%
518
-8,840
VTR icon
437
Ventas
VTR
$36.6B
$21.6K 0.01%
+342
STRK
438
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$596M
$21.4K 0.01%
+177
IBIT icon
439
iShares Bitcoin Trust
IBIT
$72.1B
$21.2K 0.01%
+347
MUSA icon
440
Murphy USA
MUSA
$6.68B
$20.7K 0.01%
+51
NVO icon
441
Novo Nordisk
NVO
$214B
$20.7K 0.01%
+300
LPX icon
442
Louisiana-Pacific
LPX
$5.25B
$20.6K 0.01%
+240
SCI icon
443
Service Corp International
SCI
$11.2B
$20.4K 0.01%
+250
CROX icon
444
Crocs
CROX
$3.81B
$20.3K 0.01%
+200
EL icon
445
Estee Lauder
EL
$31.8B
$20.2K 0.01%
+250
EW icon
446
Edwards Lifesciences
EW
$50.1B
$20.2K 0.01%
+258
KDP icon
447
Keurig Dr Pepper
KDP
$36.9B
$19.8K 0.01%
+600
TDG icon
448
TransDigm Group
TDG
$75.5B
$19.8K 0.01%
+13
VGK icon
449
Vanguard FTSE Europe ETF
VGK
$27.7B
$19.7K 0.01%
+254
UL icon
450
Unilever
UL
$145B
$19.6K 0.01%
+320