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
1
$9M 4.71%
46,403
+4
2
$7.87M 4.12%
57,488
-83
3
$5.97M 3.13%
22,045
-198
4
$5.88M 3.08%
98,179
-249
5
$4.88M 2.55%
31,372
+68
6
$3.91M 2.05%
72,327
+1
7
$3.49M 1.83%
8,152
-219
8
$3.29M 1.72%
53,645
-941
9
$3.2M 1.68%
13,956
10
$3.19M 1.67%
13,042
-85
11
$3.19M 1.67%
35,562
-701
12
$3.18M 1.66%
30,347
+2,648
13
$3.11M 1.63%
11,709
-114
14
$3M 1.57%
164,373
+3,905
15
$2.86M 1.5%
18,968
+10,143
16
$2.85M 1.49%
17,920
+67
17
$2.79M 1.46%
87,090
18
$2.62M 1.37%
43,321
+26
19
$2.39M 1.25%
19,243
+84
20
$2.35M 1.23%
12,293
21
$2.25M 1.18%
33,732
+3,041
22
$2.21M 1.15%
53,493
-1,899
23
$2.17M 1.14%
34,486
-274
24
$2.11M 1.1%
37,653
+21
25
$2.01M 1.05%
12,176
+39
1
2 3 4 5