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
$286M
AUM Growth
-$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$557K
2 +$144K
3 +$77.7K
4
BMY icon
Bristol-Myers Squibb
BMY
+$76.3K
5
NVS icon
Novartis
NVS
+$75.6K

Top Sells

1 +$20.4M
2 +$7.55M
3 +$4.3M
4
IAC icon
IAC Inc
IAC
+$3.85M
5
ZBRA icon
Zebra Technologies
ZBRA
+$207K

Sector Composition

1 Healthcare 27.29%
2 Technology 27.1%
3 Financials 15.73%
4 Industrials 10.69%
5 Consumer Discretionary 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-705