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
101
$378K 0.23%
+47,851
102
$372K 0.23%
+1,061
103
$368K 0.23%
+3,964
104
$345K 0.21%
+7,880
105
$338K 0.21%
+11,419
106
$337K 0.21%
+8,680
107
$335K 0.21%
+2,199
108
$331K 0.2%
+1,441
109
$330K 0.2%
+3,105
110
$317K 0.2%
+5,898
111
$317K 0.2%
+3,071
112
$310K 0.19%
+32,973
113
$298K 0.18%
+1,287
114
$288K 0.18%
+11,808
115
$287K 0.18%
+6,129
116
$281K 0.17%
+1,800
117
$275K 0.17%
+2,594
118
$268K 0.17%
+10,898
119
$263K 0.16%
+2,860
120
$257K 0.16%
+3,328
121
$256K 0.16%
+7,645
122
$251K 0.16%
+4,787
123
$240K 0.15%
+3,276
124
$237K 0.15%
+11,288
125
$235K 0.15%
+2,000
3 4
5
6 7