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
$702M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.58M
3
+$4.45M
4
LYB icon
LyondellBasell Industries
LYB
+$3.34M
5
NOC icon
Northrop Grumman
NOC
+$1.67M

Top Sells

1
+$4.96M
2
+$3.76M
3
+$2.84M
4
AMGN icon
Amgen
AMGN
+$2.68M
5
ORCL icon
Oracle
ORCL
+$1.42M

Sector Composition

1 Technology 21.7%
2 Healthcare 21.42%
3 Financials 11.65%
4 Industrials 8.6%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.22M 1.17%
181,815
+101,250
27
$8.01M 1.14%
84,736
+39
28
$7.71M 1.1%
237,208
-100
29
$7.64M 1.09%
89,856
-5,129
30
$7.62M 1.09%
46,816
-36
31
$7.59M 1.08%
79,855
+609
32
$7.36M 1.05%
69,134
+3,200
33
$7.29M 1.04%
295,450
+180,550
34
$6.7M 0.95%
140,488
+313
35
$6.58M 0.94%
66,000
36
$6.44M 0.92%
153,927
-66
37
$6.04M 0.86%
28,400
38
$5.99M 0.85%
220,000
39
$5.96M 0.85%
76,969
-533
40
$5.85M 0.83%
49,994
+1,217
41
$5.84M 0.83%
70,195
-144
42
$5.63M 0.8%
179,895
-1,662
43
$5.5M 0.78%
116,944
-6,904
44
$5.47M 0.78%
68,334
-100
45
$5.41M 0.77%
104,878
-27,550
46
$5.28M 0.75%
87,520
+2,000
47
$5.1M 0.73%
58,021
+242
48
$4.83M 0.69%
71,412
-298
49
$4.69M 0.67%
33,951
+120
50
$4.32M 0.62%
87,955
+1,831
1
2
3 4 5