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
$354M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$6.14M
3 +$5.43M
4
MRO
Marathon Oil Corporation
MRO
+$4.91M
5
TM icon
Toyota
TM
+$339K

Top Sells

1 +$17.7M
2 +$451K
3 +$388K
4
PG icon
Procter & Gamble
PG
+$348K
5
TGT icon
Target
TGT
+$297K

Sector Composition

1 Technology 25.73%
2 Healthcare 24.33%
3 Industrials 15.78%
4 Financials 13.44%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-909
52
-159,472