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
$472M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.45M
3
+$1.34M
4
LYB icon
LyondellBasell Industries
LYB
+$993K
5
GS icon
Goldman Sachs
GS
+$733K

Top Sells

1
+$4.25M
2
+$4.15M
3
+$3.97M
4
UPS icon
United Parcel Service
UPS
+$3.8M
5
CAT icon
Caterpillar
CAT
+$3.71M

Sector Composition

1 Technology 27.57%
2 Healthcare 20.22%
3 Consumer Staples 10.53%
4 Financials 10.32%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.1M 1.29%
161,160
+4,962
27
$5.99M 1.27%
75,886
-438
28
$5.71M 1.21%
399,566
+6,917
29
$5.68M 1.21%
40,310
+843
30
$5.52M 1.17%
102,728
-56,053
31
$4.81M 1.02%
65,545
-16
32
$4.81M 1.02%
18,666
-325
33
$4.73M 1%
26,722
-375
34
$4.71M 1%
49,145
-500
35
$4.66M 0.99%
96,443
-1,890
36
$4.65M 0.99%
32,290
+4,593
37
$4.56M 0.97%
53,284
-551
38
$4.47M 0.95%
55,313
-775
39
$3.8M 0.81%
122,706
-2,547
40
$3.69M 0.78%
28,148
+258
41
$3.67M 0.78%
44,315
-2,925
42
$3.58M 0.76%
61,700
+2,880
43
$3.46M 0.73%
100,930
-1,900
44
$3.24M 0.69%
10,709
-200
45
$2.87M 0.61%
21,476
+572
46
$2.57M 0.54%
121,028
-985
47
$2.56M 0.54%
67,333
-5,975
48
$2.48M 0.53%
73,824
49
$2.42M 0.51%
7,776
50
$2.37M 0.5%
49,147
-2,339
1
2
3 4 5