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
$524M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.2M
3
+$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
RIG icon
Transocean
RIG
+$2.68M

Top Sells

1
+$3.23M
2
+$3.18M
3
+$2.21M
4
CB
CHUBB CORPORATION
CB
+$470K
5
LMT icon
Lockheed Martin
LMT
+$449K

Sector Composition

1 Technology 16.54%
2 Healthcare 14.89%
3 Industrials 11.51%
4 Financials 11.21%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.93M 0.75%
156,981
+3,168
52
$3.72M 0.71%
36,938
+989
53
$3.56M 0.68%
126,466
+1,131
54
$3.55M 0.68%
49,175
55
$3.54M 0.68%
43,676
-825
56
$3.48M 0.66%
71,062
+15,073
57
$3.46M 0.66%
+355,000
58
$3.43M 0.65%
93,850
+10,300
59
$3.35M 0.64%
43,454
+1,250
60
$3.34M 0.64%
88,100
-2,900
61
$3.28M 0.63%
105,925
+2,000
62
$3.27M 0.62%
63,425
+2,675
63
$3.12M 0.6%
252,112
+10,357
64
$2.98M 0.57%
24,713
65
$2.93M 0.56%
34,700
-37,700
66
$2.88M 0.55%
46,381
+381
67
$2.87M 0.55%
49,642
+1,597
68
$2.83M 0.54%
45,575
69
$2.82M 0.54%
39,475
+1,100
70
$2.75M 0.53%
52,317
+118
71
$2.72M 0.52%
100,968
+3,322
72
$2.67M 0.51%
30,437
73
$2.47M 0.47%
160,867
+27,959
74
$2.32M 0.44%
62,000
75
$2.16M 0.41%
26,694
+1,055
1 2
3
4 5