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
$692K
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.43K
2
+$1.19K
3
+$1.06K
4
SNA icon
Snap-on
SNA
+$981
5
CSCO icon
Cisco
CSCO
+$824

Top Sells

1
+$615K
2
+$505K
3
+$385K
4
PNR icon
Pentair
PNR
+$324K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$322K

Sector Composition

1 Consumer Discretionary 28.7%
2 Technology 14.59%
3 Healthcare 12.73%
4 Industrials 8.92%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.66K 0.53%
36,864
-190
52
$3.48K 0.5%
152,472
+31,620
53
$3.38K 0.49%
68,000
-3,400
54
$3.34K 0.48%
81,379
-1,000
55
$3.29K 0.48%
53,210
-7,900
56
$3.16K 0.46%
14,500
57
$3.14K 0.45%
41,740
+1,000
58
$3.09K 0.45%
56,052
+2,001
59
$3.09K 0.45%
110,122
60
$3.04K 0.44%
75,379
-22,097
61
$3.01K 0.43%
34,266
-700
62
$2.91K 0.42%
46,452
+1,800
63
$2.86K 0.41%
89,500
64
$2.85K 0.41%
69,739
+478
65
$2.81K 0.41%
95,096
+4,108
66
$2.53K 0.37%
38,993
-806
67
$2.52K 0.36%
23,398
+751
68
$2.52K 0.36%
23,546
+1
69
$2.44K 0.35%
52,600
+450
70
$2.42K 0.35%
21,000
+900
71
$2.38K 0.34%
64,500
72
$2.18K 0.31%
17,339
-656
73
$2.17K 0.31%
35,871
-203
74
$2.15K 0.31%
34,350
75
$2.15K 0.31%
47,400
+800
1 2
3
4 5