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
$797M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$4.95M
3
+$4.68M
4
SNDK
SANDISK CORP
SNDK
+$4.31M
5
XOM icon
Exxon Mobil
XOM
+$3.3M

Top Sells

1
+$3.51M
2
+$3.38M
3
+$1.55M
4
HD icon
Home Depot
HD
+$938K
5
MDR
McDermott International
MDR
+$422K

Sector Composition

1 Financials 33.5%
2 Technology 13.62%
3 Healthcare 11.52%
4 Industrials 7.44%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.49M 0.31%
135,850
-18,841
77
$2.47M 0.31%
60,900
-2,200
78
$2.26M 0.28%
25,292
-1,402
79
$2.19M 0.28%
54,846
+4,311
80
$2.06M 0.26%
25,400
81
$2.04M 0.26%
21,443
+1,470
82
$2.03M 0.26%
14,500
-100
83
$2.02M 0.25%
48,204
+689
84
$2.01M 0.25%
31,900
+650
85
$1.88M 0.24%
34,662
+3,601
86
$1.79M 0.23%
34,050
+4,600
87
$1.73M 0.22%
30,877
+213
88
$1.7M 0.21%
14,256
-389
89
$1.68M 0.21%
13,380
+1,200
90
$1.67M 0.21%
81,665
-11,484
91
$1.6M 0.2%
14,304
+5,198
92
$1.57M 0.2%
21,901
+8,410
93
$1.48M 0.19%
32,127
+4
94
$1.41M 0.18%
2,275
-45
95
$1.37M 0.17%
45,084
-1,400
96
$1.29M 0.16%
22,517
+2,133
97
$1.28M 0.16%
12,474
98
$1.18M 0.15%
16,350
+250
99
$1.18M 0.15%
30,950
100
$1.16M 0.15%
41,375
+7,725
2 3
4
5 6