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
101
$452K 0.24%
6,882
102
$452K 0.24%
1,955
+5
103
$447K 0.23%
5,916
+1,155
104
$428K 0.22%
1,435
105
$425K 0.22%
17,967
+1,173
106
$425K 0.22%
1,061
107
$415K 0.22%
1,734
+601
108
$399K 0.21%
2,588
109
$383K 0.2%
2,547
110
$383K 0.2%
4,008
+50
111
$379K 0.2%
11,419
112
$370K 0.19%
32,999
+13
113
$360K 0.19%
1,927
+1
114
$355K 0.19%
3,111
+3
115
$344K 0.18%
1,800
116
$314K 0.16%
2,199
117
$310K 0.16%
11,418
+520
118
$309K 0.16%
1,112
119
$307K 0.16%
11,812
+2
120
$302K 0.16%
6,054
-75
121
$295K 0.15%
4,906
122
$293K 0.15%
2,396
+1
123
$290K 0.15%
+17,800
124
$285K 0.15%
11,800
125
$283K 0.15%
2,320
3 4
5
6 7