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
$472M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.45M
3
+$1.34M
4
LYB icon
LyondellBasell Industries
LYB
+$993K
5
GS icon
Goldman Sachs
GS
+$733K

Top Sells

1
+$4.25M
2
+$4.15M
3
+$3.97M
4
UPS icon
United Parcel Service
UPS
+$3.8M
5
CAT icon
Caterpillar
CAT
+$3.71M

Sector Composition

1 Technology 27.57%
2 Healthcare 20.22%
3 Consumer Staples 10.53%
4 Financials 10.32%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.5%
50,580
-2,370
52
$2.32M 0.49%
18,131
-1,350
53
$2.3M 0.49%
13,909
54
$2.28M 0.48%
2,692
+10
55
$2.25M 0.48%
70,161
-7,218
56
$2.11M 0.45%
12,637
-100
57
$2.1M 0.45%
68,268
-7,220
58
$2.09M 0.44%
12,824
-1,500
59
$1.99M 0.42%
59,000
-7,000
60
$1.93M 0.41%
+33,345
61
$1.71M 0.36%
77,863
-1,193
62
$1.62M 0.34%
30,217
-2,200
63
$1.62M 0.34%
24,619
+3,255
64
$1.59M 0.34%
28,453
-630
65
$1.56M 0.33%
5,510
+500
66
$1.45M 0.31%
13,641
+1,048
67
$1.41M 0.3%
41,299
-5,499
68
$1.4M 0.3%
33,199
-2,680
69
$1.36M 0.29%
20,262
-5,669
70
$1.34M 0.28%
17,215
-2,375
71
$1.3M 0.28%
44,468
-4,194
72
$1.27M 0.27%
41,088
+4,963
73
$1.15M 0.24%
15,958
74
$1.12M 0.24%
34,275
75
$1.1M 0.23%
11,240
+1,660
1 2
3
4 5