MIM

Martin Investment Management Portfolio holdings

AUM $357M
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$1.22M
3
+$1.14M
4
NVO icon
Novo Nordisk
NVO
+$1.11M
5
NVS icon
Novartis
NVS
+$1.09M

Top Sells

1
+$779K
2
+$517K
3
+$244K
4
AAPL icon
Apple
AAPL
+$175K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$125K

Sector Composition

1 Healthcare 36.01%
2 Technology 25.41%
3 Financials 10.43%
4 Consumer Discretionary 10.32%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.37M 1.56%
224,692
-1,191
27
$5.95M 1.46%
31,401
-152
28
$5.56M 1.37%
11,028
+44
29
$4.61M 1.13%
109,571
-865
30
$1.11M 0.27%
1,143
-10
31
$1.05M 0.26%
11,600
32
$1.03M 0.25%
+2,171
33
$903K 0.22%
23,960
34
$781K 0.19%
1,857
35
$676K 0.17%
4,439
36
$648K 0.16%
4,020
37
$633K 0.16%
2,412
38
$615K 0.15%
3,409
39
$565K 0.14%
1,692
40
$412K 0.1%
3,031
-65
41
$411K 0.1%
4,713
-9,125
42
$395K 0.1%
3,050
-10
43
$391K 0.1%
1,400
44
$376K 0.09%
8,685
45
$376K 0.09%
513
-10
46
$261K 0.06%
575
47
$260K 0.06%
3,775
48
$249K 0.06%
740
49
– –
-10,077
1
2