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
$177M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.25M
3
+$594K
4
UPS icon
United Parcel Service
UPS
+$521K
5
AKAM icon
Akamai
AKAM
+$471K

Top Sells

1
+$1.81M
2
+$1.11M
3
+$799K
4
LMT icon
Lockheed Martin
LMT
+$465K
5
KBAL
Kimball International
KBAL
+$420K

Sector Composition

1 Technology 11.35%
2 Financials 10.61%
3 Healthcare 8.8%
4 Industrials 8.76%
5 Consumer Staples 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.62%
16,777
-1,003
52
$1.08M 0.61%
6,261
53
$1.07M 0.61%
7,941
-99
54
$1.07M 0.6%
36,384
+1,184
55
$1.06M 0.6%
46,353
-4,244
56
$1.03M 0.58%
4,687
+2
57
$1.03M 0.58%
30,264
+547
58
$1.02M 0.58%
13,878
+391
59
$1.02M 0.57%
6,324
+2
60
$1M 0.56%
5,426
+116
61
$989K 0.56%
17,015
-200
62
$957K 0.54%
18,704
-815
63
$931K 0.52%
14,772
+6,444
64
$930K 0.52%
18,570
+7,770
65
$913K 0.51%
5,374
+3,064
66
$903K 0.51%
3,720
+108
67
$892K 0.5%
7,446
+1
68
$851K 0.48%
5,500
-660
69
$835K 0.47%
1,107
+1
70
$791K 0.45%
21,707
-307
71
$757K 0.43%
9,686
72
$751K 0.42%
3,090
+120
73
$749K 0.42%
13,865
74
$742K 0.42%
3,420
-20
75
$737K 0.42%
12,657
1 2
3
4 5