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
176
$112K 0.06%
1,193
-92
177
$107K 0.06%
2,130
178
$103K 0.06%
949
-169
179
$103K 0.06%
1,034
180
$102K 0.06%
1,194
181
$100K 0.06%
+758
182
$96K 0.05%
1,284
183
$92K 0.05%
13,841
184
$90K 0.05%
+475
185
$89K 0.05%
553
186
$78K 0.04%
1,293
-79
187
$71K 0.04%
820
188
$67K 0.04%
+500
189
$65K 0.04%
+366
190
$64K 0.04%
675
191
$64K 0.04%
1,425
-5
192
$61K 0.03%
2,081
193
$59K 0.03%
779
194
$55K 0.03%
3,105
195
$52K 0.03%
2,176
196
$52K 0.03%
+15,588
197
$51K 0.03%
450
198
$51K 0.03%
4,176
-285
199
$45K 0.03%
+10,000
200
$43K 0.02%
+196
6 7
8
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