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
126
$276K 0.14%
11,287
-1
127
$273K 0.14%
1,480
128
$272K 0.14%
4,772
+1
129
$269K 0.14%
6,421
130
$269K 0.14%
3,159
131
$266K 0.14%
764
132
$264K 0.14%
2,390
133
$263K 0.14%
6,255
+882
134
$256K 0.13%
+5,256
135
$255K 0.13%
1,047
-812
136
$254K 0.13%
5,316
-150
137
$254K 0.13%
3,794
138
$254K 0.13%
5,609
-27
139
$253K 0.13%
2,962
-200
140
$253K 0.13%
7,345
141
$252K 0.13%
2,830
142
$246K 0.13%
1,682
+3
143
$245K 0.13%
5,514
-27
144
$244K 0.13%
3,328
145
$242K 0.13%
+12,120
146
$238K 0.12%
5,555
147
$234K 0.12%
2,700
148
$233K 0.12%
4,013
-2
149
$231K 0.12%
3,140
150
$225K 0.12%
1,886
+1
4 5
6
7 8