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

Top Buys

1 +$20.8M
2 +$6.64M
3 +$4.12M
4
XOM icon
Exxon Mobil
XOM
+$1.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$55.3K

Top Sells

1 +$37M
2 +$5.95M
3 +$4.61M
4
NVO icon
Novo Nordisk
NVO
+$1.27M
5
TM icon
Toyota
TM
+$944K

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
-31,401
52
-2,412