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
201
$16K 0.01%
+320
202
$16K 0.01%
+145
203
$15K 0.01%
+239
204
$15K 0.01%
+132
205
$14K 0.01%
+540
206
$14K 0.01%
+648
207
$12K 0.01%
+370
208
$12K 0.01%
+700
209
$11K 0.01%
+160
210
$10K 0.01%
+142
211
$10K 0.01%
+115
212
$9K 0.01%
+300
213
$9K 0.01%
+100
214
$7K ﹤0.01%
+90
215
$7K ﹤0.01%
+34
216
$7K ﹤0.01%
+71
217
$6K ﹤0.01%
+163
218
$6K ﹤0.01%
+400
219
$5K ﹤0.01%
+183
220
$4K ﹤0.01%
+75
221
$4K ﹤0.01%
+38
222
$4K ﹤0.01%
+202
223
$2K ﹤0.01%
+34
224
$2K ﹤0.01%
+68
225
$1K ﹤0.01%
+12