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John P. Moore

@Mtm Investment Management, Llc

Latest period2024 - Q3ReportedManaged Assets$256.888MTotal holdings270
Assets growth rate5.28%Assets growth rate (2-Q avg)2.97%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mtm Investment Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 270 positions.

Assets under management

The assets under management (AUM) of Mtm Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 256.888M in assets, with a quarterly growth rate of 5.28% and a 2-quarter average growth rate of 2.97%. The portfolio is managed by John P. Moore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LOWLowes Cos Inc
Recent Activity
Decreased -0.43%
4.61%
$11.817M
44,133 shares@ $267.76 avg price
AAPLApple Inc
Recent Activity
Decreased -4.69%
4.43%
$11.355M
50,070 shares@ $226.79 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -10.46%
3.34%
$8.573M
9,664 shares@ $887.16 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.04%
3.09%
$7.914M
19,020 shares@ $416.09 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -1.83%
2.8%
$7.189M
304,364 shares@ $23.62 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased 0%
2.38%
$6.102M
28,897 shares@ $211.17 avg price
MCKMckesson Corp
Recent Activity
Decreased -7.78%
2.1%
$5.37M
11,063 shares@ $485.42 avg price
IWFIshares Tr
Recent Activity
Decreased -0.8%
1.77%
$4.534M
12,100 shares@ $374.74 avg price
KOCoca Cola Co
Recent Activity
Decreased -2.71%
1.51%
$3.869M
55,132 shares@ $70.18 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.17%
1.36%
$3.472M
27,815 shares@ $124.84 avg price