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
$205M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$476K
3
+$466K
4
HD icon
Home Depot
HD
+$368K
5
ONEW icon
OneWater Marine
ONEW
+$258K

Top Sells

1
+$556K
2
+$508K
3
+$432K
4
CMI icon
Cummins
CMI
+$347K
5
CXT icon
Crane NXT
CXT
+$309K

Sector Composition

1 Technology 13.21%
2 Healthcare 10.55%
3 Energy 8.44%
4 Consumer Discretionary 8.21%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$258K 0.13%
+7,124
152
$257K 0.13%
674
153
$256K 0.13%
2,107
154
$251K 0.12%
5,959
155
$250K 0.12%
2,830
156
$249K 0.12%
1,886
+14
157
$249K 0.12%
2,400
158
$244K 0.12%
3,734
+28
159
$243K 0.12%
+2,725
160
$241K 0.12%
1,253
161
$239K 0.12%
18,375
162
$234K 0.11%
17,115
-5,987
163
$233K 0.11%
3,662
164
$233K 0.11%
2,034
165
$229K 0.11%
4,671
166
$227K 0.11%
5,568
167
$224K 0.11%
2,034
168
$221K 0.11%
+5,370
169
$219K 0.11%
+764
170
$214K 0.1%
10,250
171
$210K 0.1%
2,140
172
$209K 0.1%
4,600
173
$206K 0.1%
1,677
174
$205K 0.1%
2,764
175
$203K 0.1%
2,773
5 6
7
8 9