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
176
$150K 0.08%
2,262
177
$145K 0.08%
4,681
178
$139K 0.07%
1,431
179
$135K 0.07%
2,367
180
$135K 0.07%
1,444
181
$131K 0.07%
2,400
182
$126K 0.07%
293
-72
183
$119K 0.06%
1,839
184
$115K 0.06%
2,100
185
$112K 0.06%
1,034
186
$111K 0.06%
1,193
187
$110K 0.06%
2,130
188
$107K 0.06%
1,194
189
$106K 0.06%
942
-7
190
$105K 0.05%
760
+2
191
$100K 0.05%
1,284
192
$93K 0.05%
13,530
-311
193
$93K 0.05%
475
194
$81K 0.04%
1,293
195
$71K 0.04%
820
196
$68K 0.04%
675
197
$68K 0.04%
1,425
198
$67K 0.04%
366
199
$65K 0.03%
2,081
200
$62K 0.03%
4,176
6 7
8
9 10