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
$191M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.08M
3
+$949K
4
PROF
Profound Medical
PROF
+$290K
5
CVX icon
Chevron
CVX
+$277K

Top Sells

1
+$931K
2
+$930K
3
+$202K
4
AMGN icon
Amgen
AMGN
+$198K
5
MRK icon
Merck
MRK
+$195K

Sector Composition

1 Technology 11.55%
2 Financials 10.28%
3 Healthcare 8.81%
4 Industrials 8.46%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.62%
18,589
-1,228
52
$1.15M 0.6%
16,401
+3
53
$1.12M 0.59%
16,732
-45
54
$1.12M 0.59%
5,375
+1
55
$1.11M 0.58%
30,268
+4
56
$1.09M 0.57%
3,750
+30
57
$1.08M 0.57%
+35,200
58
$1.07M 0.56%
7,942
+1
59
$1.05M 0.55%
6,327
+3
60
$1.04M 0.54%
4,715
+28
61
$1.02M 0.53%
16,787
-228
62
$1.01M 0.53%
46,337
-16
63
$969K 0.51%
1,107
64
$954K 0.5%
5,426
65
$949K 0.5%
+12,295
66
$946K 0.5%
5,500
67
$892K 0.47%
18,710
+6
68
$884K 0.46%
11,369
-2,509
69
$874K 0.46%
21,824
+117
70
$863K 0.45%
7,446
71
$836K 0.44%
3,080
-10
72
$809K 0.42%
9,686
73
$795K 0.42%
13,865
74
$795K 0.42%
4,264
75
$779K 0.41%
12,822
+165
1 2
3
4 5