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
$692K
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.43K
2
+$1.19K
3
+$1.06K
4
SNA icon
Snap-on
SNA
+$981
5
CSCO icon
Cisco
CSCO
+$824

Top Sells

1
+$615K
2
+$505K
3
+$385K
4
PNR icon
Pentair
PNR
+$324K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$322K

Sector Composition

1 Consumer Discretionary 28.7%
2 Technology 14.59%
3 Healthcare 12.73%
4 Industrials 8.92%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.21K 1.04%
87,645
+7,100
27
$7.02K 1.02%
92,306
-3,700
28
$6.52K 0.94%
114,108
+1,300
29
$6.52K 0.94%
85,154
+5,934
30
$6.39K 0.92%
59,075
+11,023
31
$5.75K 0.83%
118,887
-300
32
$5.42K 0.78%
52,284
-1,800
33
$5.16K 0.75%
81,545
+550
34
$5.16K 0.75%
60,300
-800
35
$5.07K 0.73%
121,106
+10,299
36
$5.06K 0.73%
103,705
-100
37
$5K 0.72%
185,177
+5
38
$4.97K 0.72%
276,350
+8,150
39
$4.95K 0.71%
200,905
+30,800
40
$4.95K 0.71%
34,155
+4,812
41
$4.91K 0.71%
174,709
+24,245
42
$4.82K 0.7%
95,491
+1,887
43
$4.78K 0.69%
46,605
+5,750
44
$4.7K 0.68%
76,509
-1,150
45
$4.3K 0.62%
79,606
+3,190
46
$4.24K 0.61%
39,500
-3,100
47
$4.12K 0.6%
310,000
48
$3.95K 0.57%
49,697
+9,050
49
$3.92K 0.57%
61,799
-1,800
50
$3.82K 0.55%
99,000
+12,500
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2
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