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
$644M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$5.64M
3
+$3.26M
4
LYB icon
LyondellBasell Industries
LYB
+$2.27M
5
IBM icon
IBM
IBM
+$1.17M

Top Sells

1
+$4.11M
2
+$2.79M
3
+$2.38M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.96M
5
DUK icon
Duke Energy
DUK
+$1.95M

Sector Composition

1 Healthcare 20.98%
2 Technology 20.17%
3 Financials 12.36%
4 Industrials 9.1%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.98M 0.62%
76,315
+19,640
52
$3.83M 0.59%
73,030
-45,318
53
$3.69M 0.57%
122,860
+1,106
54
$3.59M 0.56%
69,600
-900
55
$3.4M 0.53%
23,190
+7,977
56
$3.27M 0.51%
23,607
+1,010
57
$3.18M 0.49%
33,164
-1,626
58
$3.16M 0.49%
46,754
+2,550
59
$3.13M 0.49%
48,520
-6,695
60
$2.88M 0.45%
57,542
+1,496
61
$2.84M 0.44%
35,498
-5,838
62
$2.8M 0.43%
48,510
-2,450
63
$2.78M 0.43%
44,700
+275
64
$2.73M 0.42%
40,155
-880
65
$2.69M 0.42%
29,941
-9,430
66
$2.69M 0.42%
17,500
-2,400
67
$2.65M 0.41%
112,490
+13,450
68
$2.49M 0.39%
8,878
+439
69
$2.35M 0.37%
15,059
-21
70
$2.35M 0.37%
6,740
-200
71
$2.31M 0.36%
30,640
+133
72
$2.27M 0.35%
81,324
73
$2.22M 0.34%
20,081
+1,582
74
$2.21M 0.34%
82,058
-96
75
$2.04M 0.32%
24,065
+195
1 2
3
4 5