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
$506M
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.59M
3
+$2.27M
4
AMGN icon
Amgen
AMGN
+$2.17M
5
KMB icon
Kimberly-Clark
KMB
+$1.64M

Top Sells

1
+$12.1M
2
+$5.34M
3
+$4.88M
4
AXP icon
American Express
AXP
+$1.82M
5
DD
Du Pont De Nemours E I
DD
+$1.14M

Sector Composition

1 Technology 19.44%
2 Healthcare 14.99%
3 Financials 11.64%
4 Industrials 9.98%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.25M 0.64%
39,464
-112
52
$3.17M 0.63%
33,700
-1,000
53
$3.16M 0.62%
110,684
+600
54
$3.08M 0.61%
37,114
55
$3M 0.59%
310,000
+100,000
56
$3M 0.59%
35,116
-7,100
57
$2.91M 0.58%
74,979
+134
58
$2.87M 0.57%
40,740
-1,800
59
$2.68M 0.53%
22,803
-4,199
60
$2.63M 0.52%
225,618
-46,699
61
$2.59M 0.51%
+83,550
62
$2.59M 0.51%
50,502
-1,227
63
$2.55M 0.5%
49,087
-1,600
64
$2.55M 0.5%
14,500
65
$2.52M 0.5%
645,000
+580,500
66
$2.37M 0.47%
58,925
+1,800
67
$2.3M 0.45%
111,938
-2,362
68
$2.29M 0.45%
21,913
-300
69
$2.28M 0.45%
1,893
-111
70
$2.27M 0.45%
92,236
-6
71
$2.26M 0.45%
144,914
-86
72
$2.24M 0.44%
32,500
+500
73
$2.23M 0.44%
75,200
74
$2.15M 0.42%
48,075
-800
75
$2.1M 0.42%
52,625
+3,300
1 2
3
4 5