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
$504M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.05M
3
+$589K
4
TGT icon
Target
TGT
+$256K
5
SLB icon
SLB Ltd
SLB
+$243K

Top Sells

1
+$13.5M
2
+$8.62M
3
+$7.59M
4
ALB icon
Albemarle
ALB
+$6.58M
5
GILD icon
Gilead Sciences
GILD
+$6.35M

Sector Composition

1 Technology 21.43%
2 Healthcare 18.57%
3 Financials 11.32%
4 Consumer Staples 9.71%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.93M 1.18%
143,109
-10,818
27
$5.91M 1.17%
64,251
-5,944
28
$5.64M 1.12%
82,645
-7,211
29
$5.62M 1.11%
58,935
-10,199
30
$5.58M 1.11%
64,673
-3,661
31
$5.55M 1.1%
33,206
-51,582
32
$5.32M 1.05%
48,494
-1,500
33
$5.28M 1.05%
170,109
-9,786
34
$5.12M 1.02%
20,500
-15,127
35
$5.02M 1%
68,897
-2,515
36
$4.97M 0.99%
109,070
-7,874
37
$4.84M 0.96%
27,900
-500
38
$4.69M 0.93%
75,265
-1,704
39
$4.61M 0.91%
54,826
-3,195
40
$4.48M 0.89%
99,133
-5,745
41
$4.24M 0.84%
32,830
-1,121
42
$3.76M 0.75%
128,809
-108,399
43
$3.59M 0.71%
86,455
-1,500
44
$3.48M 0.69%
57,043
-1,367
45
$3.37M 0.67%
46,004
-3,450
46
$3.27M 0.65%
62,540
-24,980
47
$3.17M 0.63%
98,579
+5,499
48
$3.15M 0.63%
120,203
-20,285
49
$3.11M 0.62%
66,100
-1,700
50
$3.1M 0.62%
23,502
-1,907
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