MCP
Martin Capital Partners Portfolio holdings
AUM
$255M
1-Year Return
5.72%
This Quarter Return
+1.6%
1 Year Return
+5.72%
3 Year Return
+23.06%
5 Year Return
+63.15%
10 Year Return
–
AUM
$219M
AUM Growth
+$7.19M
(+3.4%)
Cap. Flow
+$5.71M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
30.17%
Holding
71
New
2
Increased
50
Reduced
10
Closed
1
Top Buys
| 1 |
Clorox
CLX
|
$2.86M |
| 2 |
Unilever
UL
|
$2.06M |
| 3 |
Verizon
VZ
|
$1.62M |
| 4 |
Medtronic
MDT
|
$1.54M |
| 5 |
Merck
MRK
|
$452K |
Top Sells
| 1 |
Apple
AAPL
|
$3.13M |
| 2 |
Pfizer
PFE
|
$2.59M |
| 3 |
RTX Corp
RTX
|
$1.4M |
| 4 |
Chevron
CVX
|
$1.19M |
| 5 |
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% |
