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
76
$728K 0.41%
4,123
-45
77
$707K 0.4%
5,483
78
$687K 0.39%
5,315
+15
79
$671K 0.38%
4,264
80
$638K 0.36%
9,650
81
$624K 0.35%
5,767
+803
82
$597K 0.34%
3,015
-46
83
$596K 0.34%
5,760
-3,340
84
$595K 0.34%
15,679
85
$594K 0.33%
+25,064
86
$568K 0.32%
9,096
+4
87
$564K 0.32%
9,634
+3
88
$540K 0.3%
3,816
-58
89
$537K 0.3%
6,590
-481
90
$534K 0.3%
2,250
-30
91
$530K 0.3%
1,998
-48
92
$521K 0.29%
7,670
-1,010
93
$511K 0.29%
4,703
94
$488K 0.28%
48,136
+285
95
$483K 0.27%
3,790
+55
96
$471K 0.27%
+4,625
97
$463K 0.26%
1,859
+418
98
$458K 0.26%
9,880
+2,000
99
$456K 0.26%
2,851
100
$451K 0.25%
5,325
+275
2 3
4
5 6