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
201
$91.1K 0.04%
4,291
202
$85.8K 0.04%
750
203
$80.3K 0.04%
2,388
204
$78.5K 0.04%
13,530
205
$73.3K 0.04%
2,100
206
$67.8K 0.03%
626
207
$66.1K 0.03%
607
208
$62.9K 0.03%
884
209
$59K 0.03%
2,081
210
$58.1K 0.03%
1,100
211
$52.1K 0.03%
1,015
212
$51.1K 0.03%
15,588
213
$51K 0.02%
450
214
$50.1K 0.02%
618
+5
215
$43.1K 0.02%
1,144
216
$38.7K 0.02%
95
+20
217
$37.7K 0.02%
955
218
$36.5K 0.02%
129
219
$36.3K 0.02%
165
220
$34K 0.02%
1,000
221
$32K 0.02%
2,044
222
$31.9K 0.02%
821
223
$31.7K 0.02%
2,060
224
$27.9K 0.01%
605
225
$27.4K 0.01%
670
7 8
9
10 11