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
$397M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.03M
2 +$1.83M
3 +$1.75M
4
RTX icon
RTX Corp
RTX
+$1.05M
5
ASML icon
ASML
ASML
+$378K

Top Sells

1 +$3.94M
2 +$1.33M
3 +$481K
4
TGT icon
Target
TGT
+$221K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$217K

Sector Composition

1 Technology 29.87%
2 Healthcare 23.09%
3 Financials 13.63%
4 Communication Services 10.55%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$288K 0.07%
640
52
$273K 0.07%
13,200
+1,600
53
$227K 0.06%
+575
54
$206K 0.05%
+787
55
-80,427