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
$358M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$2.83M
3
+$1.36M
4
SWKS icon
Skyworks Solutions
SWKS
+$257K
5
RTX icon
RTX Corp
RTX
+$216K

Top Sells

1
+$10.3M
2
+$4.8M
3
+$3.91M
4
SAP icon
SAP
SAP
+$2.28M
5
TM icon
Toyota
TM
+$2.26M

Sector Composition

1 Technology 22%
2 Financials 21.39%
3 Healthcare 18.4%
4 Industrials 12.14%
5 Communication Services 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.77M 2.73%
133,678
+2,957
27
$9.28M 2.59%
84,631
-20,820
28
$8.69M 2.43%
72,890
-18,990
29
$5.19M 1.45%
42,381
-39,145
30
$2.83M 0.79%
+58,920
31
$730K 0.2%
16,550
32
$569K 0.16%
11,844
33
$531K 0.15%
6,831
34
$404K 0.11%
3,435
35
$212K 0.06%
+3,652
36
$206K 0.06%
+2,300
37
$201K 0.06%
4,154
-212,234
38
– –
-4,146
1
2