MIM
Martin Investment Management Portfolio holdings
AUM
$334M
1-Year Est. Return
17.76%
This Fund
S&P 500
1 Year Est. Return
+17.76%
AUM
$357M
AUM Growth
-$36.1M
(-9.2%)
Holding
54
Top Buys
| 1 | +$19M | |
| 2 | +$6.08M | |
| 3 | +$4.98M | |
| 4 |
Sony
SONY
|
+$102K |
Top Sells
| 1 | +$19M | |
| 2 | +$18M | |
| 3 | +$13.8M | |
| 4 |
Verisk Analytics
VRSK
|
+$5.68M |
| 5 |
Apple
AAPL
|
+$1.77M |
Sector Composition
| 1 | Technology | 28.92% |
| 2 | Healthcare | 21.89% |
| 3 | Financials | 19.34% |
| 4 | Consumer Discretionary | 13.51% |
| 5 | Industrials | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Suncor Energy
SU
$78.9B
| – | – |
-6,920
|
|
||
52
Palantir
PLTR
$321B
| – | – |
-1,540
|
|
||
53
Nice
NICE
$5.14B
| – | – |
-124,249
|
|
||
54
Meta Platforms (Facebook)
META
$1.57T
| – | – |
-661
|
|