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
$334M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$967K
2 +$396K
3 +$375K
4
VRSN icon
VeriSign
VRSN
+$279K
5
LHX icon
L3Harris
LHX
+$137K

Top Sells

1 +$4.98M
2 +$1.27M
3 +$1.1M
4
CARR icon
Carrier Global
CARR
+$1.02M
5
NVS icon
Novartis
NVS
+$947K

Sector Composition

1 Healthcare 31.93%
2 Technology 26.79%
3 Financials 11.09%
4 Consumer Discretionary 9.43%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,661
52
-705