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
$390M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$6.72M
3 +$4.15M
4
XOM icon
Exxon Mobil
XOM
+$1.59M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$59.6K

Top Sells

1 +$36.6M
2 +$5.95M
3 +$4.61M
4
NVO icon
Novo Nordisk
NVO
+$1.37M
5
BP icon
BP
BP
+$903K

Sector Composition

1 Healthcare 34.26%
2 Technology 25.58%
3 Consumer Discretionary 10.98%
4 Financials 10.03%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-109,571
52
-31,401