MIM

Martin Investment Management Portfolio holdings

AUM $390M
1-Year Est. Return 9.2%
This Quarter Est. Return
1 Year Est. Return
+9.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.5M
3
+$17.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.7M
5
TMO icon
Thermo Fisher Scientific
TMO
+$17.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 23.29%
2 Energy 16.12%
3 Technology 15.72%
4 Financials 13.14%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.97M 1.88%
+92,663
27
$7.88M 1.86%
+151,902
28
$7.26M 1.72%
+100,902
29
$3.34M 0.79%
+46,627
30
$2.1M 0.5%
+76,082
31
$1.79M 0.42%
+24,201
32
$1.2M 0.28%
+57,400
33
$1.03M 0.24%
+18,000
34
$1.02M 0.24%
+13,230
35
$986K 0.23%
+20,500
36
$961K 0.23%
+19,081
37
$940K 0.22%
+11,100
38
$929K 0.22%
+20,584
39
$891K 0.21%
+31,619
40
$765K 0.18%
+35,165
41
$656K 0.16%
+5,700
42
$472K 0.11%
+5,064
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