MIM

MTM Investment Management Portfolio holdings

AUM $315M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
-$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$874K
3
+$531K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$519K
5
HON icon
Honeywell
HON
+$512K

Top Sells

1
+$2.78M
2
+$1.07M
3
+$599K
4
MSFT icon
Microsoft
MSFT
+$374K
5
BX icon
Blackstone
BX
+$234K

Sector Composition

1 Technology 12.47%
2 Financials 9.64%
3 Healthcare 9.56%
4 Energy 8.69%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.91%
6,458
+40
27
$2.13M 0.82%
12,293
-111
28
$2.12M 0.82%
17,262
+26
29
$2.07M 0.8%
49,966
-1,510
30
$2.04M 0.79%
69,090
31
$2.03M 0.79%
8,592
+9
32
$2.01M 0.78%
34,110
-124
33
$1.99M 0.77%
14,971
34
$1.97M 0.76%
18,906
-184
35
$1.94M 0.75%
8,660
36
$1.91M 0.74%
38,317
-289
37
$1.88M 0.73%
3,528
-9
38
$1.82M 0.71%
9,496
-485
39
$1.8M 0.7%
25,730
-305
40
$1.72M 0.66%
8,050
+2,400
41
$1.64M 0.63%
10,683
-677
42
$1.61M 0.62%
6,767
+623
43
$1.6M 0.62%
13,215
+19
44
$1.57M 0.61%
28,756
-1,752
45
$1.46M 0.56%
19,709
-286
46
$1.44M 0.56%
24,238
+2
47
$1.42M 0.55%
8,301
+3
48
$1.4M 0.54%
8,878
49
$1.38M 0.53%
22,756
50
$1.36M 0.52%
18,000
-130
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