MIM
Martin Investment Management Portfolio holdings
AUM
$394M
1-Year Est. Return
8.88%
1 Year Est. Return
+8.88%
AUM
$394M
AUM Growth
+$3.42M
(+0.88%)
Holding
52
Top Buys
| 1 | +$263K | |
| 2 | +$254K | |
| 3 | +$242K | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$224K |
| 5 |
NVIDIA
NVDA
|
+$207K |
Top Sells
| 1 | +$1.99M | |
| 2 | +$270K | |
| 3 | +$261K | |
| 4 |
Factset
FDS
|
+$257K |
| 5 |
Apple
AAPL
|
+$255K |
Sector Composition
| 1 | Technology | 33.65% |
| 2 | Healthcare | 27% |
| 3 | Financials | 12.98% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 8.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Roper Technologies
ROP
$47.8B
| $6.03M | 1.53% |
12,091
-180
|
|
||
27
Accenture
ACN
$162B
| $5.23M | 1.33% |
21,198
-157
|
|
||
28
Adobe
ADBE
$135B
| $4.97M | 1.26% |
14,080
-67
|
|
||
|
29
NVIDIA
NVDA
$4.41T
| $4.25M | 1.08% |
22,784
+1,109
|
|
||
30
Merck
MRK
$251B
| $4.14M | 1.05% |
49,353
-1,123
|
|
||
31
Microsoft
MSFT
$3.64T
| $1.16M | 0.29% |
2,237
+200
|
|
||
32
ASML
ASML
$430B
| $1.15M | 0.29% |
1,191
-57
|
|
||
33
Amazon
AMZN
$2.51T
| $947K | 0.24% |
4,314
+400
|
|
||
34
Alphabet (Google) Class C
GOOG
$3.81T
| $931K | 0.24% |
3,821
-437
|
|
||
35
Aon
AON
$74.3B
| $708K | 0.18% |
1,985
+35
|
|
||
36
TSMC
TSM
$1.51T
| $654K | 0.17% |
2,340
+75
|
|
||
37
Exxon Mobil
XOM
$487B
| $636K | 0.16% |
5,638
-1,160
|
|
||
38
RELX
RELX
$72.3B
| $549K | 0.14% |
11,485
+95
|
|
||
39
Medtronic
MDT
$131B
| $539K | 0.14% |
5,663
+100
|
|
||
40
Allegion
ALLE
$14.1B
| $522K | 0.13% |
2,941
+20
|
|
||
41
Meta Platforms (Facebook)
META
$1.63T
| $485K | 0.12% |
661
+330
|
|
||
42
Visa
V
$636B
| $444K | 0.11% |
1,300
|
|
||
43
Haleon
HLN
$43.1B
| $420K | 0.11% |
46,775
+1,000
|
|
||
44
Broadcom
AVGO
$1.8T
| $412K | 0.1% |
1,250
+450
|
|
||
45
Kimberly-Clark
KMB
$35.5B
| $346K | 0.09% |
2,785
-15
|
|
||
46
Costco
COST
$409B
| $292K | 0.07% |
315
-24
|
|
||
47
Suncor Energy
SU
$52.8B
| $289K | 0.07% |
6,920
|
|
||
48
Palantir
PLTR
$407B
| $281K | 0.07% |
1,540
|
|
||
49
CRH
CRH
$79.4B
| $263K | 0.07% |
+2,195
|
|
||
50
JPMorgan Limited Duration Bond ETF
JPLD
$3.03B
| $254K | 0.06% |
+4,838
|
|