MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.4M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.34M
3
+$1.94M
4
MMU
Western Asset Managed Municipals Fund
MMU
+$1.92M
5
LUMN icon
Lumen
LUMN
+$1.26M

Top Sells

1
+$1.15M
2
+$728K
3
+$584K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$341K
5
MBB icon
iShares MBS ETF
MBB
+$72.9K

Sector Composition

1 Utilities 12.68%
2 Real Estate 9.96%
3 Communication Services 3.83%
4 Healthcare 2.77%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.67M 6.99%
38,282
+1,429
2
$5.94M 6.22%
52,301
+8,456
3
$5.66M 5.93%
82,779
+9,919
4
$4.91M 5.14%
76,352
+8,409
5
$4.38M 4.59%
83,205
+44,417
6
$4.29M 4.5%
38,346
+575
7
$3.62M 3.79%
43,334
+2,303
8
$3.57M 3.74%
90,088
+31,757
9
$3.27M 3.43%
66,561
+7,615
10
$3.25M 3.41%
67,105
+66,305
11
$3.23M 3.39%
82,703
+22,638
12
$3.21M 3.36%
232,736
+67,378
13
$3.17M 3.33%
126,250
+19,075
14
$2.89M 3.03%
36,526
+5,457
15
$2.65M 2.78%
215,875
+37,155
16
$2.58M 2.7%
37,689
+8,434
17
$2.55M 2.67%
38,566
+5,903
18
$2.5M 2.62%
26,014
+7,008
19
$2.21M 2.31%
222,496
+47,701
20
$2.1M 2.2%
127,800
+8,997
21
$2.06M 2.15%
283,520
+31,845
22
$1.94M 2.03%
+146,089
23
$1.93M 2.03%
31,284
+4,134
24
$1.92M 2.01%
+141,052
25
$1.92M 2.01%
38,726
+13,561
1
2 3 4 5