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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

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
27
$9.28M 2.59%
84,631
28
$8.69M 2.43%
72,890
29
$5.19M 1.45%
42,381
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