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
$395M
AUM Growth
-$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.69M
3
+$1.53M
4
AAPL icon
Apple
AAPL
+$1.32M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.09M

Top Sells

1
+$5.33M
2
+$5.23M
3
+$986K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.79K
5
KMB icon
Kimberly-Clark
KMB
+$1.85K

Sector Composition

1 Technology 30.98%
2 Healthcare 23.73%
3 Financials 14.91%
4 Industrials 9.46%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28M 7.08%
318,637
+2,638
2
$27.1M 6.87%
341,977
+2,370
3
$27M 6.84%
154,668
+7,560
4
$25.5M 6.45%
184,183
+4,250
5
$22.9M 5.8%
1,114,590
+10,750
6
$21.8M 5.52%
120,855
+9,403
7
$17.7M 4.49%
49,543
+2,595
8
$17.7M 4.48%
159,472
+7,495
9
$13M 3.3%
22,028
+1,842
10
$12.4M 3.13%
88,820
+6,620
11
$11.8M 2.99%
33,464
+2,068
12
$11.5M 2.9%
53,982
+2,987
13
$10.6M 2.69%
31,485
+2,220
14
$10.5M 2.66%
56,231
+3,557
15
$9.27M 2.35%
43,190
+2,793
16
$9.13M 2.31%
18,165
+1,120
17
$9.11M 2.31%
36,650
+1,985
18
$8.6M 2.18%
20,975
+3,729
19
$8.46M 2.14%
115,820
+6,061
20
$8.27M 2.09%
54,117
+3,849
21
$7.97M 2.02%
44,957
+3,826
22
$7.9M 2%
3,365
+324
23
$7.64M 1.94%
34,375
+2,111
24
$7.62M 1.93%
28,490
+55
25
$7.44M 1.88%
74,057
+24,808
1
2 3