MIM
Martin Investment Management Portfolio holdings
AUM
$390M
1-Year Est. Return
9.2%
1 Year Est. Return
+9.2%
AUM
$396M
AUM Growth
+$32M
(+8.8%)
Holding
51
Top Buys
| 1 | +$17.2M | |
| 2 | +$1.21M | |
| 3 | +$849K | |
| 4 |
Check Point Software Technologies
CHKP
|
+$795K |
| 5 |
L3Harris
LHX
|
+$782K |
Top Sells
| 1 | +$243K | |
| 2 | +$189K | |
| 3 | +$110K | |
| 4 |
Apple
AAPL
|
+$78.2K |
| 5 |
Wabtec
WAB
|
+$72.5K |
Sector Composition
| 1 | Technology | 32.72% |
| 2 | Healthcare | 29.07% |
| 3 | Financials | 12.5% |
| 4 | Consumer Discretionary | 10.34% |
| 5 | Industrials | 9.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.65T
| – | – |
-1,050
|
|