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
$557M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$6.77M
2 +$2.1M
3 +$1.46M
4
ST icon
Sensata Technologies
ST
+$1.38M
5
CBI
Chicago Bridge & Iron Nv
CBI
+$1.06M

Top Sells

1 +$5.09M
2 +$2.06M
3 +$650K
4
WTW icon
Willis Towers Watson
WTW
+$583K
5
HP icon
Helmerich & Payne
HP
+$344K

Sector Composition

1 Healthcare 23.22%
2 Energy 18.26%
3 Technology 17.26%
4 Financials 12.15%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,000
52
-4,991