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
$364M
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$5.22M
2 +$1.62M
3 +$243K
4
PLTR icon
Palantir
PLTR
+$230K
5
FANG icon
Diamondback Energy
FANG
+$182K

Top Sells

1 +$6.1M
2 +$2.69M
3 +$2.39M
4
BKNG icon
Booking.com
BKNG
+$2.38M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M

Sector Composition

1 Healthcare 30.22%
2 Technology 28.32%
3 Financials 12.87%
4 Consumer Discretionary 11.66%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-229,051