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
201
$43K 0.02%
1,094
-24
202
$38K 0.02%
+10,000
203
$33K 0.02%
685
204
$29K 0.02%
394
205
$29K 0.02%
390
-380
206
$29K 0.02%
301
207
$29K 0.02%
+126
208
$28K 0.02%
819
209
$27K 0.02%
2,690
210
$26K 0.01%
114
211
$25K 0.01%
200
212
$25K 0.01%
+144
213
$23K 0.01%
230
214
$23K 0.01%
+462
215
$22K 0.01%
+163
216
$20K 0.01%
230
217
$18K 0.01%
1,015
218
$18K 0.01%
145
219
$18K 0.01%
570
220
$18K 0.01%
532
221
$17K 0.01%
415
222
$17K 0.01%
239
223
$17K 0.01%
700
224
$17K 0.01%
+95
225
$16K 0.01%
320
7 8
9
10 11