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
$395M
AUM Growth
-$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.49M
2 +$1.69M
3 +$1.53M
4
AAPL icon
Apple
AAPL
+$1.32M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.09M

Top Sells

1 +$5.33M
2 +$5.23M
3 +$986K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.79K
5
KMB icon
Kimberly-Clark
KMB
+$1.85K

Sector Composition

1 Technology 30.98%
2 Healthcare 23.73%
3 Financials 14.91%
4 Industrials 9.46%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-73,472
52
-7,420
53
-78,661