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
$524M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.2M
3
+$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
RIG icon
Transocean
RIG
+$2.68M

Top Sells

1
+$3.23M
2
+$3.18M
3
+$2.21M
4
CB
CHUBB CORPORATION
CB
+$470K
5
LMT icon
Lockheed Martin
LMT
+$449K

Sector Composition

1 Technology 16.54%
2 Healthcare 14.89%
3 Industrials 11.51%
4 Financials 11.21%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.38%
14,500
77
$1.94M 0.37%
72,559
+2,631
78
$1.92M 0.37%
24,400
+550
79
$1.9M 0.36%
25,400
80
$1.89M 0.36%
30,950
+3,550
81
$1.72M 0.33%
93,149
82
$1.72M 0.33%
42,915
+2,046
83
$1.67M 0.32%
+18,819
84
$1.59M 0.3%
13,488
-27,412
85
$1.57M 0.3%
32,979
-1,670
86
$1.55M 0.3%
8,316
+1
87
$1.53M 0.29%
15,335
+11
88
$1.42M 0.27%
30,160
-18
89
$1.38M 0.26%
28,150
+500
90
$1.27M 0.24%
29,522
+4,080
91
$1.24M 0.24%
2,320
-30
92
$1.18M 0.23%
9,980
+2,700
93
$1.16M 0.22%
8,916
-428
94
$1.16M 0.22%
44,084
-16,016
95
$1.16M 0.22%
30,950
-8,000
96
$1.13M 0.21%
12,474
97
$1.07M 0.21%
13,371
-930
98
$1.07M 0.21%
22,182
-1,206
99
$1.07M 0.2%
20,381
-201
100
$977K 0.19%
+13,950
2 3
4
5 6