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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$7.49M
3
+$5.76M
4
MSFT icon
Microsoft
MSFT
+$4.88M
5
JPM icon
JPMorgan Chase
JPM
+$4.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.61%
2 Financials 9.49%
3 Healthcare 9.1%
4 Industrials 8.86%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.97%
+4,150
27
$1.53M 0.95%
+29,691
28
$1.52M 0.94%
+30,483
29
$1.49M 0.92%
+5,604
30
$1.48M 0.91%
+33,005
31
$1.46M 0.9%
+35,484
32
$1.34M 0.83%
+9,056
33
$1.28M 0.79%
+26,661
34
$1.26M 0.78%
+34,353
35
$1.26M 0.78%
+5,618
36
$1.25M 0.77%
+9,633
37
$1.18M 0.73%
+17,422
38
$1.17M 0.73%
+21,160
39
$1.17M 0.72%
+34,670
40
$1.14M 0.71%
+17,462
41
$1.13M 0.7%
+12,346
42
$1.13M 0.7%
+22,485
43
$1.12M 0.69%
+13,538
44
$1.12M 0.69%
+8,040
45
$1.11M 0.69%
+11,482
46
$1.1M 0.68%
+50,597
47
$1.09M 0.68%
+6,657
48
$1.09M 0.67%
+17,702
49
$1.08M 0.67%
+35,200
50
$1.05M 0.65%
+13,487
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