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
$702M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.58M
3
+$4.45M
4
LYB icon
LyondellBasell Industries
LYB
+$3.34M
5
NOC icon
Northrop Grumman
NOC
+$1.67M

Top Sells

1
+$4.96M
2
+$3.76M
3
+$2.84M
4
AMGN icon
Amgen
AMGN
+$2.68M
5
ORCL icon
Oracle
ORCL
+$1.42M

Sector Composition

1 Technology 21.7%
2 Healthcare 21.42%
3 Financials 11.65%
4 Industrials 8.6%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.23M 0.6%
49,454
-696
52
$4.05M 0.58%
25,409
-312
53
$3.85M 0.55%
93,080
-5,000
54
$3.81M 0.54%
11,990
+5,250
55
$3.68M 0.52%
46,752
-22
56
$3.62M 0.52%
122,944
+105
57
$3.6M 0.51%
31,966
-79
58
$3.46M 0.49%
67,800
59
$3.22M 0.46%
58,410
+1,040
60
$3.2M 0.46%
44,629
-1,500
61
$3.13M 0.44%
59,462
+162
62
$3.03M 0.43%
17,815
+215
63
$2.89M 0.41%
74,609
+1,399
64
$2.88M 0.41%
28,944
-436
65
$2.83M 0.4%
19,542
-356
66
$2.7M 0.38%
9,110
+89
67
$2.67M 0.38%
39,980
+325
68
$2.47M 0.35%
30,640
69
$2.42M 0.35%
14,742
+4,490
70
$2.38M 0.34%
18,258
-118
71
$2.37M 0.34%
20,827
-43,650
72
$2.34M 0.33%
13,971
+60
73
$2.28M 0.32%
14,505
74
$2.17M 0.31%
28,195
+700
75
$2.13M 0.3%
116,088
+50,287
1 2
3
4 5