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
$277M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.76M
3
+$2.84M
4
SAP icon
SAP
SAP
+$2.68M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.53M

Top Sells

1
+$5.22M
2
+$4.67M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.92M
5
IAC icon
IAC Inc
IAC
+$1.5M

Sector Composition

1 Technology 35.25%
2 Healthcare 21.49%
3 Financials 12.59%
4 Communication Services 10.24%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.8M 7.15%
164,714
+18,713
2
$18.8M 6.78%
150,633
+20,235
3
$17.5M 6.31%
151,094
-33,890
4
$17.3M 6.26%
111,319
+17,230
5
$15M 5.42%
44,462
+1,831
6
$14.8M 5.36%
170,759
+26,700
7
$12.2M 4.42%
214,973
+22,365
8
$10.8M 3.9%
704,030
+185,090
9
$10.4M 3.74%
78,245
+10,940
10
$9.85M 3.55%
62,577
+2,421
11
$9.2M 3.32%
20,837
+553
12
$9.11M 3.29%
34,799
+1,809
13
$7.31M 2.64%
20,480
+438
14
$7.27M 2.62%
39,234
+1,733
15
$7.25M 2.62%
98,960
+8,640
16
$6.97M 2.51%
30,832
+1,629
17
$6.68M 2.41%
31,393
+666
18
$6.54M 2.36%
108,457
+4,975
19
$5.93M 2.14%
42,686
+2,575
20
$5.75M 2.07%
27,579
-89
21
$5.71M 2.06%
33,606
+6,942
22
$5.46M 1.97%
54,450
+3,495
23
$5.36M 1.93%
81,980
-22,928
24
$5.34M 1.93%
35,891
+3,146
25
$5M 1.8%
79,116
+3,295
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