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
$538M
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$1.75M
3
+$1.37M
4
ALR
Alere Inc
ALR
+$1.21M
5
ENDP
Endo International plc
ENDP
+$1.06M

Top Sells

1
+$5.07M
2
+$2.87M
3
+$920K
4
IBM icon
IBM
IBM
+$629K
5
DUK icon
Duke Energy
DUK
+$524K

Sector Composition

1 Technology 18.19%
2 Healthcare 18.02%
3 Industrials 11.6%
4 Consumer Staples 10.81%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.66M 0.68%
83,983
+8,604
52
$3.61M 0.67%
98,950
-50
53
$3.6M 0.67%
14,500
54
$3.55M 0.66%
45,515
+3,775
55
$3.49M 0.65%
48,899
-12,900
56
$3.35M 0.62%
32,411
-1,855
57
$3.15M 0.59%
66,900
-1,100
58
$2.98M 0.56%
54,828
-1,224
59
$2.95M 0.55%
90,501
-4,595
60
$2.91M 0.54%
115,122
+5,000
61
$2.84M 0.53%
38,407
-586
62
$2.74M 0.51%
45,890
-562
63
$2.62M 0.49%
17,875
-150
64
$2.51M 0.47%
64,700
+200
65
$2.5M 0.46%
86,000
-3,500
66
$2.41M 0.45%
21,765
-1,781
67
$2.41M 0.45%
50,060
+2,660
68
$2.39M 0.45%
35,617
-254
69
$2.38M 0.44%
21,000
70
$2.31M 0.43%
53,450
+850
71
$2.28M 0.42%
80,529
-850
72
$2.25M 0.42%
25,400
73
$2.22M 0.41%
220,560
-1,007
74
$2.13M 0.4%
50,131
+9,509
75
$2.12M 0.39%
26,754
+2,350
1 2
3
4 5