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

Top Buys

1 +$718K
2 +$153K
3 +$86.1K
4
NVS icon
Novartis
NVS
+$82.5K
5
BMY icon
Bristol-Myers Squibb
BMY
+$77.9K

Top Sells

1 +$22.8M
2 +$8.13M
3 +$5.38M
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