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
$599M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.88M
3
+$6.63M
4
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$3.8M
5
AAL icon
American Airlines Group
AAL
+$2.99M

Top Sells

1
+$3.48M
2
+$2.24M
3
+$1.84M
4
MCD icon
McDonald's
MCD
+$1.83M
5
CAT icon
Caterpillar
CAT
+$931K

Sector Composition

1 Technology 17.88%
2 Healthcare 17.2%
3 Financials 10.89%
4 Industrials 9.59%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.48M 0.75%
2,004
+16
52
$4.41M 0.74%
77,600
-39,400
53
$4.32M 0.72%
41,797
-198
54
$4.08M 0.68%
78,668
-5,062
55
$3.95M 0.66%
167,172
+4,314
56
$3.91M 0.65%
122,791
+545
57
$3.88M 0.65%
69,652
+10,300
58
$3.61M 0.6%
77,531
+2,200
59
$3.59M 0.6%
110,084
60
$3.54M 0.59%
114,300
-700
61
$3.49M 0.58%
51,729
62
$3.49M 0.58%
39,576
-548
63
$3.32M 0.55%
37,114
64
$3.32M 0.55%
34,700
65
$2.99M 0.5%
+74,845
66
$2.95M 0.49%
27,002
-450
67
$2.92M 0.49%
50,687
+4,902
68
$2.85M 0.48%
42,540
+1,000
69
$2.74M 0.46%
49,325
-3,800
70
$2.71M 0.45%
64,500
-3,600
71
$2.61M 0.44%
14,500
72
$2.52M 0.42%
22,213
-2,000
73
$2.48M 0.41%
134,149
-26,406
74
$2.48M 0.41%
92,242
+4,410
75
$2.47M 0.41%
145,000
-2,611
1 2
3
4 5