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
$315M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Sells

1 +$1.63M
2 +$253K
3 +$242K
4
HD icon
Home Depot
HD
+$190K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.29%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PINS icon
601
Pinterest
PINS
$18.2B
$5.18K ﹤0.01%
161
PSCE icon
602
Invesco S&P SmallCap Energy ETF
PSCE
$63.2M
$5.12K ﹤0.01%
120
HELE icon
603
Helen of Troy
HELE
$444M
$5.04K ﹤0.01%
200
BAH icon
604
Booz Allen Hamilton
BAH
$9.9B
$5K ﹤0.01%
50
RSPT icon
605
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.97B
$4.9K ﹤0.01%
110
TRP icon
606
TC Energy
TRP
$56B
$4.9K ﹤0.01%
90
MELI icon
607
Mercado Libre
MELI
$107B
$4.67K ﹤0.01%
2
LPLA icon
608
LPL Financial
LPLA
$28.4B
$4.66K ﹤0.01%
14
VRT icon
609
Vertiv
VRT
$69.2B
$4.53K ﹤0.01%
30
AZO icon
610
AutoZone
AZO
$63.6B
$4.29K ﹤0.01%
1
SWKS icon
611
Skyworks Solutions
SWKS
$10.1B
$4.23K ﹤0.01%
55
CUBE icon
612
CubeSmart
CUBE
$8.45B
$4.23K ﹤0.01%
104
AVY icon
613
Avery Dennison
AVY
$13.3B
$4.22K ﹤0.01%
26
AEG icon
614
Aegon
AEG
$12.5B
$4K ﹤0.01%
501
IUSV icon
615
iShares Core S&P US Value ETF
IUSV
$23.9B
$4K ﹤0.01%
40
CUK icon
616
Carnival PLC
CUK
$31.2B
$3.97K ﹤0.01%
150
BWA icon
617
BorgWarner
BWA
$9.25B
$3.87K ﹤0.01%
88
MLM icon
618
Martin Marietta Materials
MLM
$36.7B
$3.78K ﹤0.01%
6
LEN icon
619
Lennar Class A
LEN
$32B
$3.78K ﹤0.01%
30
NKTR icon
620
Nektar Therapeutics
NKTR
$1.12B
$3.75K ﹤0.01%
+66
EWU icon
621
iShares MSCI United Kingdom ETF
EWU
$2.74B
$3.73K ﹤0.01%
89
DJT icon
622
Trump Media & Technology Group
DJT
$3.13B
$3.69K ﹤0.01%
225
CWH icon
623
Camping World
CWH
$712M
$3.44K ﹤0.01%
218
AAL icon
624
American Airlines Group
AAL
$9.4B
$3.41K ﹤0.01%
303
ARCO icon
625
Arcos Dorados Holdings
ARCO
$1.61B
$3.38K ﹤0.01%
500