MIM

Martin Investment Management Portfolio holdings

AUM $394M
1-Year Est. Return 8.88%
This Quarter Est. Return
1 Year Est. Return
+8.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$2.49M
3
+$2.25M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.41M
5
SONY icon
Sony
SONY
+$1.14M

Top Sells

1
+$2.84M
2
+$2.54M
3
+$2.48M
4
RTX icon
RTX Corp
RTX
+$1.05M
5
AAPL icon
Apple
AAPL
+$758K

Sector Composition

1 Technology 33.24%
2 Healthcare 22%
3 Financials 12.47%
4 Industrials 9.03%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.61M 1.92%
32,745
+1,586
27
$4.52M 1.89%
26,664
+162
28
$4.09M 1.7%
41,890
-6,120
29
$3.58M 1.49%
23,942
+1,231
30
$3.21M 1.34%
2,016
-7
31
$2.49M 1.04%
+111,859
32
$2.45M 1.02%
39,753
-17,090
33
$2.25M 0.94%
+39,485
34
$847K 0.35%
11,980
-40
35
$496K 0.21%
2,439
+2
36
$496K 0.21%
6,570
37
$456K 0.19%
3,225
38
$388K 0.16%
6,477
+250
39
$315K 0.13%
3,433
-139
40
$279K 0.12%
+2,020
41
$278K 0.12%
1,441
42
$272K 0.11%
+4,790
43
$241K 0.1%
+6,474
44
$236K 0.1%
+1,861
45
$212K 0.09%
+699
46
– –
-119,640
47
– –
-25,710
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