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
$364M
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$1.62M
3
+$243K
4
PLTR icon
Palantir
PLTR
+$230K
5
FANG icon
Diamondback Energy
FANG
+$182K

Top Sells

1
+$6.1M
2
+$2.69M
3
+$2.39M
4
BKNG icon
Booking.com
BKNG
+$2.38M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M

Sector Composition

1 Healthcare 30.22%
2 Technology 28.32%
3 Financials 12.87%
4 Consumer Discretionary 11.66%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.2M 8.02%
156,552
-6,805
2
$24.3M 6.66%
282,163
-10,256
3
$23.5M 6.45%
120,654
4
$22.7M 6.22%
1,071,625
-170
5
$22.6M 6.22%
266,766
6
$22.4M 6.15%
89,418
-10,761
7
$22.1M 6.07%
227,083
-7,553
8
$20.6M 5.65%
308,489
+24,285
9
$18.3M 5.01%
34,661
-4,530
10
$13.2M 3.63%
69,916
-10,969
11
$11.8M 3.24%
2,377
-480
12
$10.3M 2.83%
34,702
-6,398
13
$10.3M 2.82%
22,685
-3,637
14
$8.53M 2.34%
44,987
-7,224
15
$7.76M 2.13%
14,916
-2,122
16
$7.67M 2.11%
27,847
-3,885
17
$7.43M 2.04%
21,107
-478
18
$7.02M 1.93%
19,486
-463
19
$6.73M 1.85%
34,466
-5,308
20
$6.59M 1.81%
36,565
-6,226
21
$6.4M 1.76%
12,312
-266
22
$6.37M 1.75%
1,988
-328
23
$6.2M 1.7%
23,520
-3,942
24
$6.06M 1.66%
28,223
+24,278
25
$5.95M 1.63%
28,642
-4,527
1
2 3