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
$149M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$2.65M
3 +$2.21M
4
GILD icon
Gilead Sciences
GILD
+$2.19M
5
UPS icon
United Parcel Service
UPS
+$2.11M

Top Sells

1 +$3.13M
2 +$2.69M
3 +$1.85M
4
UNM icon
Unum
UNM
+$1.79M
5
WSM icon
Williams-Sonoma
WSM
+$1.49M

Sector Composition

1 Financials 15.81%
2 Healthcare 15.62%
3 Technology 13.51%
4 Consumer Staples 10%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.14%
+6,758
52
$171K 0.12%
15,038
+241
53
$159K 0.11%
13,241
54
-53,414
55
-27,172
56
-57,013