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

Top Buys

1
+$6.62M
2
+$2M
3
+$1.29M
4
SLB icon
SLB Ltd
SLB
+$1.27M
5
CBI
Chicago Bridge & Iron Nv
CBI
+$1.24M

Top Sells

1
+$5.01M
2
+$1.87M
3
+$650K
4
WTW icon
Willis Towers Watson
WTW
+$583K
5
MMM icon
3M
MMM
+$332K

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
1 2
3