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

Top Buys

1 +$22.7M
2 +$5.67M
3 +$4.76M
4
MRO
Marathon Oil Corporation
MRO
+$4.13M
5
TM icon
Toyota
TM
+$316K

Top Sells

1 +$17.7M
2 +$407K
3 +$333K
4
SYK icon
Stryker
SYK
+$328K
5
MSCI icon
MSCI
MSCI
+$262K

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