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
101
$448K 0.25%
4,962
+1
102
$438K 0.25%
6,882
103
$437K 0.25%
1,950
-95
104
$408K 0.23%
1,435
-20
105
$395K 0.22%
1,061
106
$388K 0.22%
2,588
107
$374K 0.21%
11,419
108
$368K 0.21%
3,958
-6
109
$359K 0.2%
+2,547
110
$352K 0.2%
+16,794
111
$349K 0.2%
32,986
+13
112
$337K 0.19%
4,761
+4,601
113
$334K 0.19%
3,108
+3
114
$318K 0.18%
1,926
+2
115
$297K 0.17%
11,810
+2
116
$296K 0.17%
1,800
117
$294K 0.17%
6,129
118
$292K 0.16%
2,199
119
$289K 0.16%
+1,133
120
$284K 0.16%
1,112
-175
121
$283K 0.16%
2,395
-199
122
$281K 0.16%
4,906
-992
123
$271K 0.15%
2,390
-681
124
$269K 0.15%
10,898
125
$265K 0.15%
2,830
-30
3 4
5
6 7