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
$599M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.88M
3
+$6.63M
4
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$3.8M
5
AAL icon
American Airlines Group
AAL
+$2.99M

Top Sells

1
+$3.48M
2
+$2.24M
3
+$1.84M
4
MCD icon
McDonald's
MCD
+$1.83M
5
CAT icon
Caterpillar
CAT
+$931K

Sector Composition

1 Technology 17.88%
2 Healthcare 17.2%
3 Financials 10.89%
4 Industrials 9.59%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.59M 1.27%
36,876
-431
27
$7.17M 1.2%
101,520
-2,434
28
$7.07M 1.18%
61,979
-4,700
29
$6.88M 1.15%
+57,125
30
$6.88M 1.15%
272,317
+1,695
31
$6.85M 1.14%
102,256
-1,000
32
$6.7M 1.12%
151,803
-8,768
33
$6.63M 1.11%
+67,500
34
$6.62M 1.11%
117,687
-2,000
35
$6.46M 1.08%
62,400
-4,600
36
$6.17M 1.03%
78,820
-1,035
37
$6.02M 1%
97,983
+11,792
38
$5.77M 0.96%
69,315
-3,092
39
$5.48M 0.92%
64,634
-10,977
40
$5.45M 0.91%
111,102
+2
41
$5.41M 0.9%
51,609
+700
42
$5.3M 0.89%
97,646
-451
43
$5.05M 0.84%
169,100
+400
44
$4.99M 0.83%
32,101
-1,987
45
$4.81M 0.8%
83,405
+5,350
46
$4.72M 0.79%
48,449
+2,419
47
$4.71M 0.79%
160,357
-7,700
48
$4.65M 0.78%
61,860
49
$4.63M 0.77%
210,000
50
$4.5M 0.75%
42,216
-200
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