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
$404M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$5.38M
2 +$2.28M
3 +$489K
4
ATVI
Activision Blizzard
ATVI
+$488K
5
AON icon
Aon
AON
+$476K

Top Sells

1 +$5.23M
2 +$4.25M
3 +$2.58M
4
ACN icon
Accenture
ACN
+$2.43M
5
MSCI icon
MSCI
MSCI
+$1.97M

Sector Composition

1 Technology 32.38%
2 Healthcare 24.39%
3 Financials 13.51%
4 Communication Services 9.07%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$279K 0.07%
575
52
-5,229
53
-63,511
54
-6,905
55
-7,312
56
-6,873