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
201
$61K 0.03%
15,588
202
$60K 0.03%
2,176
203
$56K 0.03%
3,105
204
$53K 0.03%
676
-103
205
$52K 0.03%
450
206
$48K 0.03%
1,094
207
$47K 0.02%
196
208
$35K 0.02%
685
209
$33K 0.02%
10,000
210
$32K 0.02%
390
211
$32K 0.02%
301
212
$31K 0.02%
2,690
213
$31K 0.02%
394
214
$31K 0.02%
819
215
$31K 0.02%
126
216
$26K 0.01%
200
217
$26K 0.01%
144
218
$25K 0.01%
466
+4
219
$24K 0.01%
100
-14
220
$24K 0.01%
+655
221
$23K 0.01%
163
222
$21K 0.01%
700
223
$20K 0.01%
1,015
224
$20K 0.01%
230
225
$19K 0.01%
415
7 8
9
10 11