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
$542M
AUM Growth
+$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.35M
3
+$1.11M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.04M
5
AXP icon
American Express
AXP
+$1.04M

Top Sells

1
+$1.71M
2
+$439K
3
+$54.2K
4
SLB icon
SLB Limited
SLB
+$27.6K
5
KMB icon
Kimberly-Clark
KMB
+$15.7K

Sector Composition

1 Healthcare 23.48%
2 Technology 16.64%
3 Energy 15.77%
4 Financials 13.6%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.69M 1.79%
156,632
+5,357
27
$9.52M 1.76%
115,764
+8,331
28
$7.62M 1.41%
97,057
+6,202
29
$4.27M 0.79%
47,399
-306
30
$2.95M 0.54%
78,182
31
$2.77M 0.51%
106,600
+38,800
32
$2.38M 0.44%
33,200
+12,000
33
$2.09M 0.39%
38,300
+14,100
34
$2M 0.37%
20,700
+7,600
35
$1.88M 0.35%
38,595
+14,319
36
$1.52M 0.28%
30,881
+8,800
37
$1.33M 0.24%
10,200
+3,600
38
$1.3M 0.24%
15,462
+32
39
$1.05M 0.19%
37,417
40
$936K 0.17%
40,511
-356
41
$823K 0.15%
+16,650
42
$809K 0.15%
+11,875
43
$706K 0.13%
+15,375
44
$694K 0.13%
+6,700
45
$592K 0.11%
+4,991
46
$491K 0.09%
4,907
-157
47
– –
-22,801
1
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