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
-$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$2.17M
3
+$1.18M
4
AZN icon
AstraZeneca
AZN
+$773K
5
META icon
Meta Platforms (Facebook)
META
+$205K

Top Sells

1
+$6.41M
2
+$6.17M
3
+$4.25M
4
SONY icon
Sony
SONY
+$1.79M
5
NVS icon
Novartis
NVS
+$1.52M

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
– –
-26,597
52
– –
-23,505
53
– –
-4,095
1 2
3