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

Top Buys

1
+$5.56M
2
+$2.17M
3
+$502K
4
AON icon
Aon
AON
+$475K
5
JNJ icon
Johnson & Johnson
JNJ
+$468K

Top Sells

1
+$5.23M
2
+$3.78M
3
+$2.56M
4
ACN icon
Accenture
ACN
+$2.13M
5
MSCI icon
MSCI
MSCI
+$2.01M

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
– –
-6,500
56
– –
-6,873
1 2
3