MIM

MTM Investment Management Portfolio holdings

AUM $316M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
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 +$1.88M
2 +$247K
3 +$242K
4
HD icon
Home Depot
HD
+$184K
5
MSFT icon
Microsoft
MSFT
+$178K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.28%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$19.3K 0.01%
364
452
$19.2K 0.01%
256
453
$19.2K 0.01%
455
454
$19.1K 0.01%
257
+2
455
$19K 0.01%
416
456
$19K 0.01%
284
457
$19K 0.01%
7,737
458
$18.7K 0.01%
76
-337
459
$18.7K 0.01%
284
460
$18.7K 0.01%
755
461
$18.7K 0.01%
107
462
$18.5K 0.01%
202
463
$18.4K 0.01%
528
464
$18.4K 0.01%
1,064
465
$18.3K 0.01%
+734
466
$18.2K 0.01%
102
467
$18.2K 0.01%
32
468
$17.9K 0.01%
192
469
$17.7K 0.01%
115
470
$17.5K 0.01%
165
+2
471
$17.4K 0.01%
400
472
$17.4K 0.01%
218
473
$17.3K 0.01%
195
474
$17.3K 0.01%
402
475
$17.2K 0.01%
384