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
151
$224K 0.12%
11,107
-140
152
$224K 0.12%
3,535
+25
153
$218K 0.11%
1,532
154
$218K 0.11%
5,700
+250
155
$217K 0.11%
3,567
+12
156
$217K 0.11%
+3,000
157
$216K 0.11%
4,243
158
$214K 0.11%
+1,690
159
$212K 0.11%
+12,565
160
$210K 0.11%
+2,692
161
$208K 0.11%
2,681
-27
162
$205K 0.11%
+3,813
163
$205K 0.11%
+1,177
164
$204K 0.11%
+2,450
165
$203K 0.11%
2,764
166
$195K 0.1%
4,461
167
$189K 0.1%
1,900
168
$186K 0.1%
3,455
-335
169
$182K 0.1%
6,085
170
$167K 0.09%
1,679
171
$165K 0.09%
3,427
172
$162K 0.08%
4,468
173
$158K 0.08%
10,002
+2
174
$154K 0.08%
2,778
175
$152K 0.08%
960
5 6
7
8 9