MIM
Martin Investment Management Portfolio holdings
AUM
$394M
1-Year Est. Return
8.88%
1 Year Est. Return
+8.88%
AUM
$390M
AUM Growth
-$6.25M
(-1.6%)
Holding
53
Top Buys
| 1 | +$5.76M | |
| 2 | +$2.28M | |
| 3 | +$1.48M | |
| 4 |
AstraZeneca
AZN
|
+$771K |
| 5 |
Meta Platforms (Facebook)
META
|
+$244K |
Top Sells
| 1 | +$6.41M | |
| 2 | +$6.2M | |
| 3 | +$4.25M | |
| 4 |
Sony
SONY
|
+$1.86M |
| 5 |
Novartis
NVS
|
+$1.63M |
Sector Composition
| 1 | Technology | 34% |
| 2 | Healthcare | 28.15% |
| 3 | Financials | 12.94% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Industrials | 8.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Diamondback Energy
FANG
$42.7B
| – | – |
-26,597
|
|
||
52
General Dynamics
GD
$93B
| – | – |
-23,505
|
|
||
53
TotalEnergies
TTE
$141B
| – | – |
-4,095
|
|