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
$336M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$7.07M
2 +$6.69M
3 +$6.55M
4
HLN icon
Haleon
HLN
+$303K
5
ICLR icon
Icon
ICLR
+$209K

Top Sells

1 +$6.78M
2 +$6.11M
3 +$5.57M
4
RTX icon
RTX Corp
RTX
+$3.58M
5
FMC icon
FMC
FMC
+$3.46M

Sector Composition

1 Technology 30.62%
2 Healthcare 28.68%
3 Financials 11.03%
4 Industrials 10.72%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-25,728
52
-43,525
53
-49,808