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
76
$768K 0.4%
5,483
77
$747K 0.39%
3,404
-16
78
$745K 0.39%
28,064
+3,000
79
$732K 0.38%
10,850
+1,200
80
$730K 0.38%
3,019
+4
81
$722K 0.38%
5,760
82
$720K 0.38%
4,123
83
$706K 0.37%
10,620
+2,950
84
$650K 0.34%
5,769
+2
85
$635K 0.33%
9,094
-2
86
$631K 0.33%
3,816
87
$626K 0.33%
5,328
+13
88
$624K 0.33%
15,679
89
$616K 0.32%
47,900
-236
90
$602K 0.32%
9,638
+4
91
$576K 0.3%
2,250
92
$566K 0.3%
6,590
93
$566K 0.3%
1,978
-20
94
$550K 0.29%
4,696
-7
95
$539K 0.28%
4,625
96
$531K 0.28%
3,793
+3
97
$478K 0.25%
4,963
+1
98
$475K 0.25%
5,955
+630
99
$472K 0.25%
2,851
100
$471K 0.25%
9,880
2 3
4
5 6