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
$388M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$2.81M
3 +$1.15M
4
PG icon
Procter & Gamble
PG
+$803K
5
NVS icon
Novartis
NVS
+$690K

Top Sells

1 +$3.75M
2 +$2M
3 +$297K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$278K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$226K

Sector Composition

1 Technology 30.4%
2 Healthcare 22.69%
3 Financials 13.88%
4 Communication Services 10.94%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$293K 0.08%
10,982
52
$253K 0.07%
640
53
$232K 0.06%
+11,600