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
$354M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$18.1M
2 +$17.9M
3 +$11.1M
4
CAJ
Canon, Inc.
CAJ
+$10.8M
5
AAPL icon
Apple
AAPL
+$9.13M

Sector Composition

1 Technology 27.23%
2 Financials 20.08%
3 Healthcare 17.93%
4 Industrials 11.71%
5 Communication Services 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.28M 2.62%
85,420
-6,325
27
$9.26M 2.62%
131,134
-56,082
28
$9.11M 2.57%
92,961
-78,640
29
$8.85M 2.5%
170,878
-51,132
30
$4.55M 1.28%
58,226
-61,706
31
$4.39M 1.24%
104,656
-206,532
32
$4.32M 1.22%
31,720
-52,727
33
$3.85M 1.09%
47,855
-75,471
34
-12,209
35
-184,914
36
-385,021