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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$7.49M
3
+$5.76M
4
MSFT icon
Microsoft
MSFT
+$4.88M
5
JPM icon
JPMorgan Chase
JPM
+$4.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.61%
2 Financials 9.49%
3 Healthcare 9.1%
4 Industrials 8.86%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$71K 0.04%
+820
177
$61K 0.04%
+675
178
$60K 0.04%
+4,461
179
$58K 0.04%
+1,430
180
$54K 0.03%
+779
181
$52K 0.03%
+2,081
182
$51K 0.03%
+770
183
$50K 0.03%
+3,105
184
$50K 0.03%
+2,176
185
$43K 0.03%
+450
186
$41K 0.03%
+645
187
$41K 0.03%
+1,118
188
$29K 0.02%
+685
189
$29K 0.02%
+301
190
$28K 0.02%
+819
191
$27K 0.02%
+394
192
$26K 0.02%
+200
193
$24K 0.01%
+114
194
$24K 0.01%
+230
195
$21K 0.01%
+2,690
196
$20K 0.01%
+1,015
197
$20K 0.01%
+230
198
$18K 0.01%
+415
199
$17K 0.01%
+570
200
$17K 0.01%
+532
6 7
8
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