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
$538M
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$1.75M
3
+$1.37M
4
ALR
Alere Inc
ALR
+$1.21M
5
ENDP
Endo International plc
ENDP
+$1.06M

Top Sells

1
+$5.07M
2
+$2.87M
3
+$920K
4
IBM icon
IBM
IBM
+$629K
5
DUK icon
Duke Energy
DUK
+$524K

Sector Composition

1 Technology 18.19%
2 Healthcare 18.02%
3 Industrials 11.6%
4 Consumer Staples 10.81%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.14M 1.33%
58,875
-200
27
$7.04M 1.31%
113,757
-351
28
$6.47M 1.2%
85,387
+233
29
$6.24M 1.16%
131,756
+12,869
30
$6.23M 1.16%
83,750
+23,450
31
$6.2M 1.15%
211,955
+11,050
32
$5.83M 1.08%
104,685
+980
33
$5.76M 1.07%
172,447
-2,262
34
$5.45M 1.01%
84,145
+2,600
35
$5.2M 0.97%
94,591
-900
36
$5.12M 0.95%
91,706
+12,100
37
$4.98M 0.93%
52,034
-250
38
$4.94M 0.92%
188,683
+3,506
39
$4.86M 0.9%
55,692
+5,995
40
$4.83M 0.9%
293,100
+16,750
41
$4.74M 0.88%
120,473
-633
42
$4.73M 0.88%
39,500
43
$4.62M 0.86%
46,027
-578
44
$4.55M 0.85%
126,040
-140,600
45
$4.49M 0.84%
73,909
-2,600
46
$4.33M 0.8%
29,820
-4,335
47
$4.17M 0.78%
310,000
48
$4.03M 0.75%
86,890
+17,151
49
$3.71M 0.69%
36,664
-200
50
$3.71M 0.69%
152,472
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