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
$605M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.17M
3
+$2.05M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.8M
5
ROP icon
Roper Technologies
ROP
+$1.78M

Top Sells

1
+$2.52M
2
+$1.54M
3
+$1.35M
4
SNA icon
Snap-on
SNA
+$1.23M
5
DRI icon
Darden Restaurants
DRI
+$1M

Sector Composition

1 Healthcare 18.93%
2 Technology 17.5%
3 Financials 12.95%
4 Industrials 10.61%
5 Consumer Staples 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.89M 1.3%
59,652
+2,035
27
$7.68M 1.27%
70,200
-12,300
28
$7.66M 1.27%
87,902
+1,504
29
$7.58M 1.25%
97,746
30
$7.13M 1.18%
128,732
-316
31
$7.12M 1.18%
141,932
-50,328
32
$7.08M 1.17%
158,531
+35,800
33
$6.73M 1.11%
83,345
-700
34
$6.2M 1.02%
48,686
+247
35
$6.19M 1.02%
56,801
-1,185
36
$6.03M 1%
124,089
-497
37
$6.03M 1%
71,609
-200
38
$5.95M 0.98%
124,075
+151
39
$5.73M 0.95%
93,680
+839
40
$5.68M 0.94%
220,000
-3,000
41
$5.52M 0.91%
173,195
+477
42
$5.45M 0.9%
101,585
43
$5.36M 0.89%
32,095
+10,200
44
$5.29M 0.88%
231,902
+12,603
45
$5.05M 0.84%
100,429
46
$4.79M 0.79%
123,440
47
$4.79M 0.79%
45,082
48
$4.22M 0.7%
35,666
+5,925
49
$4.2M 0.69%
166,383
+13,200
50
$4.01M 0.66%
93,246
-3,000
1
2
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