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
$348M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$4.51M
3
+$2.9M
4
MRO
Marathon Oil Corporation
MRO
+$1.27M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.17M

Top Sells

1
+$1.52M
2
+$1.41M
3
+$841K
4
MA icon
Mastercard
MA
+$742K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$725K

Sector Composition

1 Technology 30.05%
2 Healthcare 25.19%
3 Financials 15.57%
4 Industrials 9.57%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.25M 1.8%
260,930
+53,130
27
$5.96M 1.72%
130,293
+173
28
$5.65M 1.62%
103,932
+1,610
29
$5.19M 1.49%
53,043
-4,011
30
$4.51M 1.3%
+126,089
31
$1.52M 0.44%
16,325
+10
32
$1.37M 0.39%
7,356
33
$1.31M 0.38%
34,440
-22,161
34
$1.19M 0.34%
3,789
+2,370
35
$1.04M 0.3%
12,885
36
$687K 0.2%
2,383
+2
37
$652K 0.19%
6,270
+960
38
$634K 0.18%
4,020
39
$630K 0.18%
926
+7
40
$531K 0.15%
2,600
-6,897
41
$519K 0.15%
14,580
42
$411K 0.12%
3,060
43
$386K 0.11%
3,736
44
$325K 0.09%
+11,700
45
$319K 0.09%
1,416
46
$318K 0.09%
640
47
$309K 0.09%
1,661
48
$281K 0.08%
8,675
49
$239K 0.07%
575
50
$224K 0.06%
+705
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