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
$558M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.77M
3
+$2.46M
4
GILD icon
Gilead Sciences
GILD
+$2.42M
5
XIV
VelocityShares Daily Inverse VIX Short Term ETN
XIV
+$1.12M

Top Sells

1
+$4.03M
2
+$2.11M
3
+$1.85M
4
MDT icon
Medtronic
MDT
+$1.66M
5
WDC icon
Western Digital
WDC
+$972K

Sector Composition

1 Technology 19.07%
2 Healthcare 18.26%
3 Industrials 10.75%
4 Financials 10.68%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.56M 1.36%
118,346
+13,661
27
$7.34M 1.32%
58,173
+3,700
28
$7.17M 1.29%
113,761
+4
29
$7.14M 1.28%
76,879
-1,200
30
$7.12M 1.28%
98,531
-160
31
$6.91M 1.24%
58,475
-400
32
$6.35M 1.14%
229,705
+17,750
33
$5.88M 1.05%
132,848
+1,092
34
$5.65M 1.01%
84,345
+200
35
$5.62M 1.01%
94,361
-230
36
$5.56M 1%
56,981
+1,289
37
$5.46M 0.98%
170,063
-2,384
38
$5.33M 0.96%
126,129
+5,656
39
$5.13M 0.92%
49,083
+3,056
40
$5.04M 0.9%
310,000
41
$5M 0.9%
96,206
+4,500
42
$4.82M 0.86%
197,188
+8,505
43
$4.7M 0.84%
73,409
-500
44
$4.63M 0.83%
51,995
-39
45
$4.32M 0.77%
293,100
46
$4.31M 0.77%
120,040
-6,000
47
$4.23M 0.76%
103,285
+4,335
48
$3.84M 0.69%
14,500
49
$3.68M 0.66%
36,664
50
$3.63M 0.65%
115,122
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