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
$506M
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.59M
3
+$2.27M
4
AMGN icon
Amgen
AMGN
+$2.17M
5
KMB icon
Kimberly-Clark
KMB
+$1.64M

Top Sells

1
+$12.1M
2
+$5.34M
3
+$4.88M
4
AXP icon
American Express
AXP
+$1.82M
5
DD
Du Pont De Nemours E I
DD
+$1.14M

Sector Composition

1 Technology 19.44%
2 Healthcare 14.99%
3 Financials 11.64%
4 Industrials 9.98%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.12M 1.21%
112,454
-806
27
$6.02M 1.19%
117,287
-400
28
$5.88M 1.16%
79,309
-24,579
29
$5.83M 1.15%
187,543
+2,704
30
$5.67M 1.12%
78,820
31
$5.13M 1.01%
61,500
-900
32
$5.1M 1.01%
52,834
+1,225
33
$5.03M 0.99%
104,295
-23,681
34
$4.69M 0.93%
97,790
-193
35
$4.56M 0.9%
96,853
-793
36
$4.46M 0.88%
110,755
-347
37
$4.42M 0.87%
67,563
+2,929
38
$4.39M 0.87%
31,682
-419
39
$4.38M 0.87%
46,952
-1,497
40
$4.31M 0.85%
173,005
+3,905
41
$4.13M 0.82%
105,605
+22,200
42
$3.99M 0.79%
158,700
-1,657
43
$3.95M 0.78%
132,544
+9,753
44
$3.74M 0.74%
61,110
-750
45
$3.59M 0.71%
166,272
-900
46
$3.5M 0.69%
40,904
-893
47
$3.46M 0.68%
61,699
-7,953
48
$3.42M 0.68%
73,300
-4,300
49
$3.4M 0.67%
78,429
-239
50
$3.3M 0.65%
75,916
-1,615
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2
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