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
$566M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.5M
3
+$7.2M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.28M
5
SLB icon
SLB Ltd
SLB
+$1.25M

Top Sells

1
+$4.42M
2
+$3.64M
3
+$3.25M
4
ORCL icon
Oracle
ORCL
+$2.44M
5
MMM icon
3M
MMM
+$2.14M

Sector Composition

1 Healthcare 23.25%
2 Technology 16.13%
3 Energy 15.45%
4 Industrials 12.56%
5 Financials 11.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-15,544
1 2
3