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
$396M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$1.21M
3
+$849K
4
CHKP icon
Check Point Software Technologies
CHKP
+$795K
5
LHX icon
L3Harris
LHX
+$782K

Top Sells

1
+$243K
2
+$189K
3
+$110K
4
AAPL icon
Apple
AAPL
+$78.2K
5
WAB icon
Wabtec
WAB
+$72.5K

Sector Composition

1 Technology 32.72%
2 Healthcare 29.07%
3 Financials 12.5%
4 Consumer Discretionary 10.34%
5 Industrials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.29M 1.59%
36,529
-36
27
$5.45M 1.38%
28,675
+33
28
$5.43M 1.37%
14,161
+3,158
29
$4.5M 1.13%
50,091
-49
30
$4.25M 1.07%
26,597
+187
31
$1.33M 0.34%
12,304
+155
32
$825K 0.21%
6,938
-20
33
$744K 0.19%
1,123
-20
34
$740K 0.19%
3,887
+100
35
$727K 0.18%
1,937
+50
36
$676K 0.17%
4,330
-96
37
$674K 0.17%
1,690
38
$491K 0.12%
1,400
39
$430K 0.11%
8,535
40
$423K 0.11%
4,703
41
$404K 0.1%
2,840
-20
42
$378K 0.1%
36,720
43
$377K 0.1%
2,270
-268
44
$321K 0.08%
339
-48
45
$305K 0.08%
580
46
$285K 0.07%
+2,186
47
$265K 0.07%
4,095
48
$261K 0.07%
575
49
$257K 0.06%
3,040
50
$209K 0.05%
+5,400
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