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
$177M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.25M
3
+$594K
4
UPS icon
United Parcel Service
UPS
+$521K
5
AKAM icon
Akamai
AKAM
+$471K

Top Sells

1
+$1.81M
2
+$1.11M
3
+$799K
4
LMT icon
Lockheed Martin
LMT
+$465K
5
KBAL
Kimball International
KBAL
+$420K

Sector Composition

1 Technology 11.35%
2 Financials 10.61%
3 Healthcare 8.8%
4 Industrials 8.76%
5 Consumer Staples 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.03%
40,245
+447
27
$1.74M 0.98%
14,881
-620
28
$1.72M 0.97%
5,621
+17
29
$1.67M 0.94%
32,304
-701
30
$1.63M 0.92%
28,819
-872
31
$1.62M 0.91%
6,784
+1,166
32
$1.55M 0.87%
26,524
-137
33
$1.45M 0.82%
4,124
-26
34
$1.43M 0.81%
+15,770
35
$1.4M 0.79%
20,152
+2,450
36
$1.38M 0.78%
24,285
+1,800
37
$1.35M 0.76%
19,912
+2,450
38
$1.28M 0.72%
9,025
-31
39
$1.27M 0.71%
27,867
+9,336
40
$1.27M 0.71%
19,817
-1,343
41
$1.27M 0.71%
18,548
-511
42
$1.26M 0.71%
9,518
-115
43
$1.25M 0.7%
+8,825
44
$1.24M 0.7%
6,557
-100
45
$1.24M 0.7%
34,143
-210
46
$1.23M 0.69%
32,527
-2,143
47
$1.19M 0.67%
12,279
-67
48
$1.18M 0.66%
18,923
49
$1.16M 0.65%
13,038
-500
50
$1.12M 0.63%
16,398
-1,024
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2
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