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
176
$202K 0.1%
+608
177
$201K 0.1%
1,520
-920
178
$198K 0.1%
11,107
-3,543
179
$186K 0.09%
16,463
180
$183K 0.09%
2,329
181
$175K 0.09%
1,659
182
$171K 0.08%
16,968
-228
183
$159K 0.08%
4,221
-240
184
$157K 0.08%
10,383
+103
185
$152K 0.07%
960
186
$148K 0.07%
3,098
-175
187
$144K 0.07%
323
188
$138K 0.07%
2,635
-570
189
$134K 0.07%
4,100
190
$124K 0.06%
1,193
191
$118K 0.06%
3,701
-1,117
192
$117K 0.06%
1,292
193
$116K 0.06%
622
194
$115K 0.06%
1,329
195
$112K 0.05%
3,095
196
$112K 0.05%
1,866
197
$111K 0.05%
782
+3
198
$105K 0.05%
1,126
199
$93.1K 0.05%
934
200
$91.1K 0.04%
1,625
6 7
8
9 10