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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$7.49M
3
+$5.76M
4
MSFT icon
Microsoft
MSFT
+$4.88M
5
JPM icon
JPMorgan Chase
JPM
+$4.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.61%
2 Financials 9.49%
3 Healthcare 9.1%
4 Industrials 8.86%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.62%
+6,160
52
$997K 0.62%
+6,261
53
$976K 0.6%
+4,685
54
$968K 0.6%
+17,215
55
$962K 0.59%
+5,310
56
$957K 0.59%
+17,780
57
$952K 0.59%
+18,923
58
$924K 0.57%
+6,322
59
$876K 0.54%
+29,717
60
$865K 0.53%
+4,168
61
$846K 0.52%
+3,612
62
$818K 0.51%
+19,059
63
$815K 0.5%
+7,445
64
$800K 0.49%
+19,519
65
$798K 0.49%
+1,106
66
$797K 0.49%
+9,100
67
$740K 0.46%
+18,531
68
$732K 0.45%
+3,440
69
$716K 0.44%
+2,970
70
$706K 0.44%
+4,264
71
$704K 0.43%
+22,014
72
$699K 0.43%
+9,686
73
$686K 0.42%
+13,865
74
$659K 0.41%
+9,650
75
$647K 0.4%
+5,483
1 2
3
4 5