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
$355M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$24.4M
2 +$5.62M
3 +$5.12M
4
VRSN icon
VeriSign
VRSN
+$272K
5
TTE icon
TotalEnergies
TTE
+$211K

Top Sells

1 +$8.03M
2 +$5.8M
3 +$5.65M
4
ALC icon
Alcon
ALC
+$4.98M
5
CHKP icon
Check Point Software Technologies
CHKP
+$4.94M

Sector Composition

1 Healthcare 31.37%
2 Technology 27.79%
3 Financials 12.59%
4 Industrials 9.61%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$209K 0.06%
705
52
$201K 0.06%
+3,495
53
-103,932