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
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$7.86M
3
+$6.04M
4
CHKP icon
Check Point Software Technologies
CHKP
+$5.8M
5
SAP icon
SAP
SAP
+$5.45M

Top Sells

1
+$27.4M
2
+$96.9K
3
+$36.5K
4
TSM icon
TSMC
TSM
+$24.8K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$9.2K

Sector Composition

1 Technology 29.45%
2 Healthcare 23.52%
3 Financials 13.51%
4 Communication Services 11.44%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.68M 1.61%
87,953
+10,389
27
$5.46M 1.54%
15,482
+633
28
$5.45M 1.54%
2,340
+292
29
$4.97M 1.4%
24,996
+852
30
$4.88M 1.38%
26,865
+554
31
$4.36M 1.23%
46,874
+4,241
32
$3.5M 0.99%
45,292
+4,270
33
$3.36M 0.95%
49,039
+4,522
34
$1.55M 0.44%
14,960
+4,160
35
$1.46M 0.41%
12,390
+6,157
36
$1.13M 0.32%
5,952
+4,291
37
$1.02M 0.29%
10,495
-95
38
$988K 0.28%
8,355
-210
39
$865K 0.24%
4,295
-136,093
40
$616K 0.17%
3,980
41
$606K 0.17%
+5,229
42
$561K 0.16%
2,381
43
$494K 0.14%
+6,873
44
$478K 0.14%
+8,240
45
$448K 0.13%
3,225
46
$401K 0.11%
7,182
+3,570
47
$342K 0.1%
705
48
$305K 0.09%
1,441
49
$276K 0.08%
+10,982
50
$226K 0.06%
640
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