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
$395M
AUM Growth
-$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.69M
3
+$1.53M
4
AAPL icon
Apple
AAPL
+$1.32M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.09M

Top Sells

1
+$5.33M
2
+$5.23M
3
+$986K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.79K
5
KMB icon
Kimberly-Clark
KMB
+$1.85K

Sector Composition

1 Technology 30.98%
2 Healthcare 23.73%
3 Financials 14.91%
4 Industrials 9.46%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.28M 1.84%
30,172
+2,469
27
$5.9M 1.5%
26,529
+299
28
$5.78M 1.46%
126,042
+8,161
29
$5.63M 1.43%
56,850
+707
30
$5.41M 1.37%
49,715
+4,802
31
$5.16M 1.31%
62,742
+5,781
32
$1.64M 0.42%
15,735
+4,915
33
$1.14M 0.29%
6,151
+2,596
34
$1.09M 0.28%
9,785
+3,467
35
$798K 0.2%
1,195
+1
36
$765K 0.19%
5,480
-20
37
$734K 0.19%
2,381
38
$672K 0.17%
4,120
+20
39
$516K 0.13%
1,584
40
$393K 0.1%
+2,835
41
$377K 0.1%
3,060
-15
42
$369K 0.09%
640
43
$360K 0.09%
13,200
44
$322K 0.08%
1,451
+10
45
$305K 0.08%
1,661
46
$292K 0.07%
705
47
$270K 0.07%
8,675
48
$250K 0.06%
575
49
$228K 0.06%
+1,407
50
$221K 0.06%
909
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