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
151
$206K 0.12%
+4,015
152
$205K 0.12%
+1,532
153
$204K 0.12%
+5,450
154
$202K 0.11%
+5,279
155
$200K 0.11%
+1,885
156
$197K 0.11%
3,790
-370
157
$191K 0.11%
2,764
158
$186K 0.1%
4,461
159
$181K 0.1%
6,085
160
$172K 0.1%
1,679
161
$167K 0.09%
1,900
162
$164K 0.09%
3,427
163
$156K 0.09%
10,000
-564
164
$153K 0.09%
4,468
165
$146K 0.08%
4,681
166
$145K 0.08%
365
-38
167
$145K 0.08%
960
168
$145K 0.08%
2,778
169
$140K 0.08%
2,262
-155
170
$135K 0.08%
1,431
171
$134K 0.08%
1,444
172
$127K 0.07%
2,367
173
$121K 0.07%
2,400
-575
174
$115K 0.06%
2,100
-100
175
$113K 0.06%
1,839
5 6
7
8 9