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
$423M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$19.5M
3 +$17.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.7M
5
TMO icon
Thermo Fisher Scientific
TMO
+$17.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 23.29%
2 Energy 16.12%
3 Technology 15.72%
4 Financials 13.14%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$21.3M 5.03%
+370,270
2
$19.5M 4.61%
+1,377,936
3
$17.8M 4.2%
+304,110
4
$17.7M 4.19%
+158,347
5
$17.2M 4.06%
+202,664
6
$16.8M 3.98%
+766,663
7
$16.1M 3.82%
+256,881
8
$16.1M 3.81%
+187,404
9
$15.5M 3.68%
+303,640
10
$15.3M 3.63%
+167,811
11
$15.1M 3.58%
+242,146
12
$15M 3.54%
+487,090
13
$14.9M 3.53%
+683,804
14
$14.9M 3.53%
+230,480
15
$14.8M 3.5%
+192,377
16
$14.6M 3.46%
+195,690
17
$14.6M 3.45%
+246,699
18
$14.3M 3.38%
+249,835
19
$14.3M 3.37%
+229,396
20
$14M 3.31%
+154,700
21
$13.6M 3.23%
+233,327
22
$13.6M 3.22%
+114,954
23
$13.2M 3.11%
+220,420
24
$9.81M 2.32%
+53,723
25
$8.02M 1.9%
+230,044