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
$205M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$476K
3
+$466K
4
HD icon
Home Depot
HD
+$368K
5
ONEW icon
OneWater Marine
ONEW
+$258K

Top Sells

1
+$556K
2
+$508K
3
+$432K
4
CMI icon
Cummins
CMI
+$347K
5
CXT icon
Crane NXT
CXT
+$309K

Sector Composition

1 Technology 13.21%
2 Healthcare 10.55%
3 Energy 8.44%
4 Consumer Discretionary 8.21%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.93%
16,476
-386
27
$1.87M 0.91%
11,294
+11
28
$1.86M 0.91%
29,157
+1
29
$1.85M 0.9%
8,164
30
$1.74M 0.85%
10,028
-228
31
$1.69M 0.83%
13,413
+21
32
$1.64M 0.8%
31,275
+18
33
$1.6M 0.78%
18,420
+30
34
$1.58M 0.77%
13,657
35
$1.56M 0.76%
26,035
36
$1.51M 0.74%
7,275
+13
37
$1.48M 0.72%
51,615
-249
38
$1.45M 0.71%
17,091
+1,231
39
$1.45M 0.71%
8,872
40
$1.41M 0.69%
31,630
+7
41
$1.37M 0.67%
7,042
42
$1.37M 0.67%
59,971
+457
43
$1.35M 0.66%
7,308
+6
44
$1.34M 0.65%
14,904
+895
45
$1.34M 0.65%
27,916
+481
46
$1.32M 0.64%
6,451
-112
47
$1.29M 0.63%
21,657
-2,750
48
$1.28M 0.62%
9,794
+1,495
49
$1.27M 0.62%
7,027
50
$1.26M 0.61%
65,780
-350
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