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
$277M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.76M
3
+$2.84M
4
SAP icon
SAP
SAP
+$2.68M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.53M

Top Sells

1
+$5.22M
2
+$4.67M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.92M
5
IAC icon
IAC Inc
IAC
+$1.5M

Sector Composition

1 Technology 35.25%
2 Healthcare 21.49%
3 Financials 12.59%
4 Communication Services 10.24%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.9M 1.77%
+44,257
27
$4.76M 1.72%
+23,232
28
$3.95M 1.42%
129,213
+17,354
29
$3.62M 1.31%
26,165
+2,223
30
$3.62M 1.3%
2,113
+97
31
$2.77M 1%
44,330
+4,845
32
$2.36M 0.85%
41,012
+1,259
33
$901K 0.33%
12,260
+280
34
$855K 0.31%
10,885
+4,315
35
$694K 0.25%
8,565
+3,775
36
$648K 0.23%
6,231
+2,798
37
$557K 0.2%
2,646
+207
38
$476K 0.17%
3,225
39
$302K 0.11%
1,920
-100
40
$288K 0.1%
1,441
41
$240K 0.09%
4,641
-1,836
42
$237K 0.09%
1,661
-200
43
$227K 0.08%
640
-59
44
$223K 0.08%
+3,612
45
$115K 0.04%
+17,290
46
– –
-24,748
47
– –
-41,890
48
– –
-6,474
49
– –
-171,389
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