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
$504M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.05M
3
+$589K
4
TGT icon
Target
TGT
+$256K
5
SLB icon
SLB Ltd
SLB
+$243K

Top Sells

1
+$13.5M
2
+$8.62M
3
+$7.59M
4
ALB icon
Albemarle
ALB
+$6.58M
5
GILD icon
Gilead Sciences
GILD
+$6.35M

Sector Composition

1 Technology 21.43%
2 Healthcare 18.57%
3 Financials 11.32%
4 Consumer Staples 9.71%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02M 0.6%
122,474
-470
52
$2.91M 0.58%
33,796
+1,830
53
$2.89M 0.57%
150,000
-70,000
54
$2.89M 0.57%
11,805
-185
55
$2.89M 0.57%
21,615
-101,240
56
$2.77M 0.55%
28,792
-152
57
$2.64M 0.52%
40,227
-6,525
58
$2.53M 0.5%
13,322
+12,247
59
$2.49M 0.49%
14,008
+37
60
$2.46M 0.49%
75,085
+476
61
$2.44M 0.48%
17,315
-500
62
$2.42M 0.48%
9,100
-10
63
$2.41M 0.48%
52,249
-7,213
64
$2.35M 0.47%
20,627
-200
65
$2.32M 0.46%
44,647
+18
66
$2.29M 0.45%
30,640
67
$2.24M 0.45%
2,677
-20
68
$2M 0.4%
17,740
-518
69
$1.74M 0.34%
16,006
-3,536
70
$1.72M 0.34%
34,083
-5,897
71
$1.72M 0.34%
27,045
-1,150
72
$1.67M 0.33%
14,505
73
$1.66M 0.33%
12,682
-2,060
74
$1.62M 0.32%
75,062
-1,067
75
$1.56M 0.31%
96,500
-4,200
1 2
3
4 5