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
76
$644K 0.4%
+12,657
77
$563K 0.35%
+9,631
78
$563K 0.35%
+9,092
79
$557K 0.34%
+5,300
80
$550K 0.34%
+15,679
81
$546K 0.34%
+10,800
82
$540K 0.33%
+3,061
83
$532K 0.33%
+4,964
84
$531K 0.33%
+8,328
85
$513K 0.32%
+2,046
86
$510K 0.32%
+2,280
87
$509K 0.31%
+2,851
88
$507K 0.31%
+4,703
89
$495K 0.31%
+7,071
90
$468K 0.29%
+3,874
91
$465K 0.29%
+1,310
92
$454K 0.28%
+5,050
93
$449K 0.28%
+3,735
94
$439K 0.27%
+2,045
95
$420K 0.26%
+35,182
96
$399K 0.25%
+4,961
97
$397K 0.25%
+2,588
98
$389K 0.24%
+2,310
99
$378K 0.23%
+1,455
100
$378K 0.23%
+6,882
2 3
4
5 6