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
$348M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.44M
3
+$2.83M
4
MRO
Marathon Oil Corporation
MRO
+$1.36M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.08M

Top Sells

1
+$1.48M
2
+$1.44M
3
+$828K
4
MA icon
Mastercard
MA
+$741K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$724K

Sector Composition

1 Technology 30.05%
2 Healthcare 25.19%
3 Financials 15.57%
4 Industrials 9.57%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,275
1 2
3