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
$319M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$2.17M
3 +$2.05M
4
FIS icon
Fidelity National Information Services
FIS
+$1.99M
5
BP icon
BP
BP
+$1.98M

Top Sells

1 +$4.66M
2 +$2.79M
3 +$2.39M
4
VRSN icon
VeriSign
VRSN
+$2.07M
5
ALC icon
Alcon
ALC
+$975K

Sector Composition

1 Healthcare 27.53%
2 Technology 26.45%
3 Financials 16.31%
4 Industrials 10.76%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,635