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
$797M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$4.95M
3
+$4.68M
4
SNDK
SANDISK CORP
SNDK
+$4.31M
5
XOM icon
Exxon Mobil
XOM
+$3.3M

Top Sells

1
+$3.51M
2
+$3.38M
3
+$1.55M
4
HD icon
Home Depot
HD
+$938K
5
MDR
McDermott International
MDR
+$422K

Sector Composition

1 Financials 33.5%
2 Technology 13.62%
3 Healthcare 11.52%
4 Industrials 7.44%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.5M 0.94%
161,566
+3,751
27
$7.34M 0.92%
310,662
+47,639
28
$7.1M 0.89%
108,461
-155
29
$7.08M 0.89%
77,747
+1,523
30
$6.95M 0.87%
220,100
+28,300
31
$6.9M 0.87%
100,356
-1,425
32
$6.84M 0.86%
73,984
+35,743
33
$6.62M 0.83%
167,157
-231
34
$6.61M 0.83%
72,187
+818
35
$6.45M 0.81%
+207,000
36
$6.34M 0.8%
67,342
+4,035
37
$6.23M 0.78%
166,900
+1,350
38
$6.21M 0.78%
113,290
-730
39
$5.3M 0.67%
117,200
+19,200
40
$5.25M 0.66%
96,950
+3,465
41
$5.23M 0.66%
34,088
+3,489
42
$5.02M 0.63%
111,597
+852
43
$4.97M 0.62%
62,600
+1,400
44
$4.95M 0.62%
+41,391
45
$4.86M 0.61%
50,484
-640
46
$4.82M 0.61%
76,925
+15,516
47
$4.78M 0.6%
210,000
48
$4.68M 0.59%
+59,160
49
$4.64M 0.58%
44,383
-3,133
50
$4.62M 0.58%
161,358
-600
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