MC
Martin & Co Portfolio holdings
AUM
$587M
1-Year Est. Return
16.39%
This Fund
S&P 500
1 Year Est. Return
+16.39%
AUM
$587M
AUM Growth
+$4.72M
(+0.81%)
Holding
101
Top Buys
| 1 | +$2.27M | |
| 2 | +$2.15M | |
| 3 | +$509K | |
| 4 |
Ceco Environmental
CECO
|
+$396K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$383K |
Top Sells
| 1 | +$2.45M | |
| 2 | +$111K | |
| 3 | +$24.5K | |
| 4 |
Trane Technologies
TT
|
+$7.22K |
| 5 |
Amgen
AMGN
|
+$356 |
Sector Composition
| 1 | Financials | 9.13% |
| 2 | Industrials | 8.9% |
| 3 | Technology | 8.26% |
| 4 | Healthcare | 8.13% |
| 5 | Consumer Staples | 4.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Eli Lilly
LLY
$985B
| $213K | 0.04% |
232
|
|