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
$797M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$4.95M
3
+$4.68M
4
SNDK
SANDISK CORP
SNDK
+$4.31M
5
XOM icon
Exxon Mobil
XOM
+$3.3M

Top Sells

1
+$3.51M
2
+$3.38M
3
+$1.55M
4
HD icon
Home Depot
HD
+$938K
5
MDR
McDermott International
MDR
+$422K

Sector Composition

1 Financials 33.5%
2 Technology 13.62%
3 Healthcare 11.52%
4 Industrials 7.44%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.46M 0.56%
5,514
-425
52
$4.2M 0.53%
83,061
+3,438
53
$4.11M 0.52%
44,700
-500
54
$4.06M 0.51%
115,000
+26,900
55
$3.96M 0.5%
37,114
-3,100
56
$3.8M 0.48%
64,475
-725
57
$3.65M 0.46%
88,100
-2,500
58
$3.63M 0.46%
38,756
+1,508
59
$3.53M 0.44%
75,408
+980
60
$3.52M 0.44%
51,036
+429
61
$3.49M 0.44%
117,968
-859
62
$3.46M 0.43%
50,879
+6,400
63
$3.27M 0.41%
34,700
64
$3.23M 0.41%
38,957
-168
65
$3.15M 0.4%
59,052
+4,353
66
$3.14M 0.39%
40,875
+700
67
$3.06M 0.38%
24,213
68
$2.97M 0.37%
45,383
-499
69
$2.9M 0.36%
+162,022
70
$2.86M 0.36%
51,625
+6,050
71
$2.74M 0.34%
90,884
-84
72
$2.69M 0.34%
247,809
-4,320
73
$2.66M 0.33%
148,681
+2,512
74
$2.58M 0.32%
50,375
75
$2.51M 0.31%
29,402
+5,101
1 2
3
4 5