MIM

Marco Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.2M
3
+$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
RIG icon
Transocean
RIG
+$2.68M

Top Sells

1
+$3.23M
2
+$3.18M
3
+$2.21M
4
CB
CHUBB CORPORATION
CB
+$470K
5
LMT icon
Lockheed Martin
LMT
+$449K

Sector Composition

1 Technology 16.54%
2 Healthcare 14.89%
3 Industrials 11.51%
4 Financials 11.21%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.48M 1.24%
165,550
+1,396
27
$6.15M 1.17%
169,882
+2,750
28
$6.08M 1.16%
62,300
-2,000
29
$6.07M 1.16%
107,523
+4,553
30
$5.94M 1.13%
50,185
-75
31
$5.9M 1.13%
210,000
32
$5.88M 1.12%
111,940
+352
33
$5.68M 1.09%
72,308
+3,907
34
$5.67M 1.08%
56,309
+49,959
35
$5.55M 1.06%
64,692
-1,800
36
$5.51M 1.05%
98,000
+1,000
37
$5.2M 0.99%
26,586
+45
38
$5.2M 0.99%
246,819
+6,178
39
$5.15M 0.98%
93,322
+3,337
40
$5.15M 0.98%
29,710
-2,588
41
$5.08M 0.97%
40,741
-400
42
$4.88M 0.93%
101,781
43
$4.6M 0.88%
43,978
+3,381
44
$4.49M 0.86%
43,217
+1,123
45
$4.43M 0.85%
108,205
-4,812
46
$4.31M 0.82%
50,307
+300
47
$4.1M 0.78%
54,449
-800
48
$4.01M 0.77%
76,663
49
$3.97M 0.76%
184,435
+7,498
50
$3.94M 0.75%
39,163
-47
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