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
WY icon
451
Weyerhaeuser
WY
$19.5B
$19.4K 0.01%
+755
ECPG icon
452
Encore Capital Group
ECPG
$1.25B
$19.4K 0.01%
+500
BKR icon
453
Baker Hughes
BKR
$51.1B
$19.2K 0.01%
+500
XLRE icon
454
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.74B
$18.8K 0.01%
455
TKR icon
455
Timken Company
TKR
$6.52B
$18.6K 0.01%
+256
FTNT icon
456
Fortinet
FTNT
$56.1B
$18.5K 0.01%
+175
MSCI icon
457
MSCI
MSCI
$45.3B
$18.5K 0.01%
+32
QUAL icon
458
iShares MSCI USA Quality Factor ETF
QUAL
$49.1B
$18.3K 0.01%
100
SSB icon
459
SouthState Bank Corp
SSB
$9.89B
$18.1K 0.01%
+197
DEO icon
460
Diageo
DEO
$49.2B
$18.1K 0.01%
+179
UPST icon
461
Upstart Holdings
UPST
$4.68B
$18K 0.01%
+279
VNQ icon
462
Vanguard Real Estate ETF
VNQ
$35.5B
$18K 0.01%
202
YUMC icon
463
Yum China
YUMC
$16.8B
$18K 0.01%
+402
ANET icon
464
Arista Networks
ANET
$163B
$17.9K 0.01%
+175
VOE icon
465
Vanguard Mid-Cap Value ETF
VOE
$21.1B
$17.6K 0.01%
107
CNR
466
Core Natural Resources Inc
CNR
$4.98B
$17.4K 0.01%
+250
NVRI icon
467
Enviri
NVRI
$1.49B
$17.4K 0.01%
+2,000
SWK icon
468
Stanley Black & Decker
SWK
$13.1B
$17.3K 0.01%
+255
CWI icon
469
SPDR MSCI ACWI ex-US ETF
CWI
$2.44B
$17.2K 0.01%
+528
BN icon
470
Brookfield
BN
$106B
$17.1K 0.01%
+416
MUB icon
471
iShares National Muni Bond ETF
MUB
$42.1B
$17.1K 0.01%
+163
IEMG icon
472
iShares Core MSCI Emerging Markets ETF
IEMG
$131B
$17K 0.01%
+284
XLI icon
473
State Street Industrial Select Sector SPDR ETF
XLI
$28.3B
$17K 0.01%
115
XLB icon
474
State Street Materials Select Sector SPDR ETF
XLB
$5.87B
$16.9K 0.01%
384
CMG icon
475
Chipotle Mexican Grill
CMG
$52.8B
$16.8K 0.01%
+300