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

Top Buys

1
+$2.59M
2
+$1.76M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$1.27M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.06M

Top Sells

1
+$5.33M
2
+$5.23M
3
+$986K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.72K
5
KMB icon
Kimberly-Clark
KMB
+$1.98K

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
1 2
3