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
$191M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.08M
3
+$949K
4
PROF
Profound Medical
PROF
+$290K
5
CVX icon
Chevron
CVX
+$277K

Top Sells

1
+$931K
2
+$930K
3
+$202K
4
AMGN icon
Amgen
AMGN
+$198K
5
MRK icon
Merck
MRK
+$195K

Sector Composition

1 Technology 11.55%
2 Financials 10.28%
3 Healthcare 8.81%
4 Industrials 8.46%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.98%
14,881
27
$1.83M 0.96%
6,784
28
$1.8M 0.94%
28,822
+3
29
$1.79M 0.94%
5,627
+6
30
$1.78M 0.93%
37,878
-2,367
31
$1.71M 0.9%
30,490
+4
32
$1.71M 0.9%
32,289
-15
33
$1.63M 0.85%
4,124
34
$1.53M 0.8%
25,950
+1,665
35
$1.53M 0.8%
27,533
+1,009
36
$1.5M 0.78%
32,382
-145
37
$1.5M 0.78%
19,912
38
$1.49M 0.78%
20,382
+230
39
$1.47M 0.77%
15,770
40
$1.41M 0.74%
7,327
+770
41
$1.41M 0.74%
9,518
42
$1.34M 0.7%
27,923
+56
43
$1.34M 0.7%
9,033
+8
44
$1.32M 0.69%
33,748
-395
45
$1.3M 0.68%
19,775
+1,227
46
$1.29M 0.68%
13,038
47
$1.27M 0.66%
36,531
+147
48
$1.22M 0.64%
6,261
49
$1.2M 0.63%
12,126
-153
50
$1.19M 0.62%
18,923
1
2
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