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
$216M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.68M
3
+$1.67M
4
PFE icon
Pfizer
PFE
+$1.58M
5
MSFT icon
Microsoft
MSFT
+$1.52M

Top Sells

1
+$3.81M
2
+$2.23K

Sector Composition

1 Healthcare 19.1%
2 Industrials 15.1%
3 Consumer Staples 13.67%
4 Technology 11.7%
5 Financials 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.1%
+6,288
77
$99K 0.05%
11,179
78
– –
-64,403
1 2 3
4