MCP

Martin Capital Partners Portfolio holdings

AUM $258M
1-Year Est. Return 1.32%
This Quarter Est. Return
1 Year Est. Return
+1.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.06M
3
+$1.62M
4
MDT icon
Medtronic
MDT
+$1.54M
5
MRK icon
Merck
MRK
+$452K

Top Sells

1
+$3.13M
2
+$2.59M
3
+$1.4M
4
CVX icon
Chevron
CVX
+$1.19M
5
XOM icon
Exxon Mobil
XOM
+$803K

Sector Composition

1 Healthcare 18.22%
2 Industrials 16.18%
3 Financials 13.4%
4 Consumer Staples 13.1%
5 Technology 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.69M 2.14%
33,889
+1,128
27
$4.46M 2.04%
8,753
+343
28
$4.31M 1.97%
43,545
-14,105
29
$4.08M 1.86%
20,946
+1,060
30
$4.01M 1.83%
72,960
+3,370
31
$3.87M 1.77%
45,556
+1,975
32
$3.84M 1.75%
620,770
+41,925
33
$3.68M 1.68%
61,857
+2,636
34
$3.61M 1.65%
43,294
+160
35
$3.49M 1.59%
20,845
+948
36
$3.28M 1.5%
23,591
+20,569
37
$3.21M 1.47%
30,607
+38
38
$3.13M 1.43%
61,882
+2,436
39
$2.63M 1.2%
46,294
+3,288
40
$1.66M 0.76%
13,603
-85
41
$1.01M 0.46%
8,883
+401
42
$909K 0.42%
6,663
+440
43
$875K 0.4%
5,654
-555
44
$840K 0.38%
9,899
+388
45
$776K 0.35%
3,940
+145
46
$747K 0.34%
10,176
+611
47
$727K 0.33%
6,752
+241
48
$698K 0.32%
26,535
+537
49
$655K 0.3%
22,505
-221
50
$648K 0.3%
4,732
+13
1
2
3