MIM
Martin Investment Management Portfolio holdings
AUM $396M
AUM
$396M
AUM Growth
+$32M (+9%)
Cap. Flow
+$23.8M
Cap. Flow % of AUM
6%
Top 10 Holdings %Top 10 Hldgs %
59.82%
Holding
51
New
3
Increased
19
Reduced
19
Closed
1
Top Buys
| 1 | $17.2M | |
| 2 | $1.21M | |
| 3 | $849K | |
| 4 | $795K | |
| 5 | $782K |
Top Sells
| 1 | $189K | |
| 2 | $110K | |
| 3 | $78.2K | |
| 4 | $72.5K | |
| 5 | $45.4K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,050 | Closed | – |
