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

Top Buys

1
+$3.7M
2
+$2.93M
3
+$1.08M
4
PG icon
Procter & Gamble
PG
+$805K
5
NVS icon
Novartis
NVS
+$673K

Top Sells

1
+$3.84M
2
+$1.81M
3
+$282K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$266K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$215K

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
1 2
3