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
$388M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$2.81M
3 +$1.15M
4
PG icon
Procter & Gamble
PG
+$803K
5
NVS icon
Novartis
NVS
+$690K

Top Sells

1 +$3.75M
2 +$2M
3 +$297K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$278K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$226K

Sector Composition

1 Technology 30.4%
2 Healthcare 22.69%
3 Financials 13.88%
4 Communication Services 10.94%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.25M 1.61%
37,905
+520
27
$5.99M 1.54%
86,957
-996
28
$5.82M 1.5%
25,538
+542
29
$5.23M 1.35%
2,392
+52
30
$5.16M 1.33%
63,065
+14,026
31
$5.06M 1.3%
26,890
+25
32
$4.54M 1.17%
47,618
+744
33
$3.94M 1.02%
+80,427
34
$3.92M 1.01%
45,959
+667
35
$1.65M 0.42%
13,160
-1,800
36
$1.54M 0.4%
12,390
37
$1.18M 0.3%
10,495
38
$1.16M 0.3%
9,650
+1,295
39
$1.15M 0.3%
5,952
40
$838K 0.22%
4,075
-220
41
$688K 0.18%
4,000
+20
42
$645K 0.17%
2,381
43
$552K 0.14%
5,229
44
$537K 0.14%
6,873
45
$420K 0.11%
7,182
46
$411K 0.11%
3,075
-150
47
$400K 0.1%
6,905
-1,335
48
$373K 0.1%
705
49
$369K 0.1%
+534
50
$337K 0.09%
1,441