MCP
Martin Capital Partners Portfolio holdings
AUM
$255M
This Quarter Return
-0.62%
1 Year Return
+5.72%
3 Year Return
+23.06%
5 Year Return
+63.15%
10 Year Return
–
AUM
$198M
AUM Growth
+$198M
(+0.39%)
Cap. Flow
+$2.75M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
31.69%
Holding
68
New
–
Increased
45
Reduced
16
Closed
–
Top Buys
| 1 |
Intel
INTC
|
$1.65M |
| 2 |
General Dynamics
GD
|
$934K |
| 3 |
Pfizer
PFE
|
$188K |
| 4 |
Ingredion
INGR
|
$173K |
| 5 |
Lincoln Electric
LECO
|
$111K |
Top Sells
| 1 |
Apple
AAPL
|
$1.07M |
| 2 |
Robert Half
RHI
|
$147K |
| 3 |
Scotiabank
BNS
|
$85.2K |
| 4 |
Starbucks
SBUX
|
$75.9K |
| 5 |
Comerica
CMA
|
$52.8K |
Sector Composition
| 1 | Healthcare | 18.26% |
| 2 | Financials | 14.32% |
| 3 | Technology | 14.14% |
| 4 | Industrials | 13.66% |
| 5 | Consumer Staples | 11.25% |
