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
$205M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$476K
3
+$466K
4
HD icon
Home Depot
HD
+$368K
5
ONEW icon
OneWater Marine
ONEW
+$258K

Top Sells

1
+$556K
2
+$508K
3
+$432K
4
CMI icon
Cummins
CMI
+$347K
5
CXT icon
Crane NXT
CXT
+$309K

Sector Composition

1 Technology 13.21%
2 Healthcare 10.55%
3 Energy 8.44%
4 Consumer Discretionary 8.21%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.61%
36,918
+122
52
$1.24M 0.6%
8,157
+611
53
$1.2M 0.59%
18,580
54
$1.16M 0.56%
19,209
55
$1.15M 0.56%
19,687
+136
56
$1.09M 0.53%
26,693
+2,474
57
$1.06M 0.52%
14,299
-298
58
$1.01M 0.49%
16,082
-163
59
$969K 0.47%
5,627
-60
60
$966K 0.47%
5,573
61
$947K 0.46%
4,711
+13
62
$935K 0.46%
9,578
63
$922K 0.45%
28,095
-725
64
$880K 0.43%
23,677
-192
65
$849K 0.41%
9,580
66
$829K 0.4%
4,622
+2
67
$824K 0.4%
25,257
68
$815K 0.4%
21,908
-1,291
69
$807K 0.39%
24,136
-51
70
$802K 0.39%
7,040
-251
71
$800K 0.39%
9,131
72
$793K 0.39%
6,558
-21
73
$789K 0.39%
16,638
+109
74
$773K 0.38%
17,065
+7
75
$759K 0.37%
3,357
-334
1 2
3
4 5