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
$605M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.17M
3
+$2.05M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.8M
5
ROP icon
Roper Technologies
ROP
+$1.78M

Top Sells

1
+$2.52M
2
+$1.54M
3
+$1.35M
4
SNA icon
Snap-on
SNA
+$1.23M
5
DRI icon
Darden Restaurants
DRI
+$1M

Sector Composition

1 Healthcare 18.93%
2 Technology 17.5%
3 Financials 12.95%
4 Industrials 10.61%
5 Consumer Staples 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.92M 0.65%
48,695
-750
52
$3.81M 0.63%
250,600
53
$3.53M 0.58%
80,368
+2,252
54
$3.42M 0.56%
51,058
-2,533
55
$3.4M 0.56%
73,260
+5,400
56
$3.38M 0.56%
43,490
-700
57
$3.38M 0.56%
22,724
-299
58
$3.38M 0.56%
36,464
+200
59
$3.36M 0.55%
62,762
+1,589
60
$3.22M 0.53%
42,050
-2,400
61
$3.21M 0.53%
63,000
-1,100
62
$2.95M 0.49%
14,510
63
$2.93M 0.48%
120,950
+15
64
$2.67M 0.44%
20,871
-1,564
65
$2.63M 0.43%
47,399
+500
66
$2.62M 0.43%
17,077
+3
67
$2.59M 0.43%
52,260
68
$2.58M 0.43%
45,535
69
$2.46M 0.41%
19,900
70
$2.36M 0.39%
82,867
+1,140
71
$2.33M 0.38%
31,131
-5,435
72
$2.31M 0.38%
15,741
+42
73
$2.09M 0.35%
50,672
+20,620
74
$2.05M 0.34%
+23,415
75
$2.02M 0.33%
11,580
-2,300
1 2
3
4 5