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
$542M
AUM Growth
+$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$1.35M
3 +$1.11M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.04M
5
AXP icon
American Express
AXP
+$1.04M

Top Sells

1 +$1.71M
2 +$439K
3 +$54.2K
4
SLB icon
SLB Limited
SLB
+$27.6K
5
KMB icon
Kimberly-Clark
KMB
+$15.7K

Sector Composition

1 Healthcare 23.48%
2 Technology 16.64%
3 Energy 15.77%
4 Financials 13.6%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$29.1M 5.37%
348,760
-5,260
2
$28.2M 5.2%
1,406,496
+26,544
3
$24.1M 4.44%
285,052
+826
4
$23.4M 4.32%
312,058
+8,274
5
$22.3M 4.11%
200,122
+3,590
6
$22.2M 4.1%
796,093
+37,179
7
$20.9M 3.86%
546,556
+28,941
8
$20.9M 3.85%
706,768
+28,560
9
$20.7M 3.82%
246,413
+5,754
10
$20.5M 3.78%
174,907
+8,469
11
$20.5M 3.78%
275,277
+18,107
12
$20.3M 3.75%
171,481
+12,413
13
$18.9M 3.49%
208,433
+11,428
14
$18M 3.32%
251,242
+7,682
15
$17.7M 3.26%
246,815
+13,992
16
$17.6M 3.24%
233,605
+6,001
17
$17.3M 3.19%
189,085
+5,323
18
$17.1M 3.15%
262,342
+12,592
19
$17.1M 3.15%
169,023
+5,641
20
$16.5M 3.04%
202,719
+9,781
21
$16.5M 3.04%
242,102
-795
22
$15.1M 2.79%
229,862
+11,313
23
$14.9M 2.75%
119,322
+4,392
24
$11.8M 2.18%
308,395
+11,324
25
$10M 1.85%
55,987
+3,012