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
126
$261K 0.15%
7,345
-300
127
$260K 0.15%
6,421
128
$260K 0.15%
11,800
+1,600
129
$259K 0.15%
3,159
-117
130
$258K 0.15%
4,771
-16
131
$258K 0.15%
5,541
+3
132
$257K 0.14%
11,288
133
$252K 0.14%
3,328
134
$250K 0.14%
5,466
135
$245K 0.14%
1,480
136
$244K 0.14%
3,162
137
$240K 0.14%
3,794
138
$239K 0.13%
3,140
+467
139
$239K 0.13%
2,320
-140
140
$238K 0.13%
+1,679
141
$232K 0.13%
11,247
-371
142
$225K 0.13%
764
-60
143
$225K 0.13%
3,510
+23
144
$221K 0.12%
+2,700
145
$220K 0.12%
+5,636
146
$218K 0.12%
3,555
+47
147
$217K 0.12%
4,243
+97
148
$215K 0.12%
5,555
149
$215K 0.12%
+5,373
150
$209K 0.12%
+2,708
4 5
6
7 8