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
$506M
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.59M
3
+$2.27M
4
AMGN icon
Amgen
AMGN
+$2.17M
5
KMB icon
Kimberly-Clark
KMB
+$1.64M

Top Sells

1
+$12.1M
2
+$5.34M
3
+$4.88M
4
AXP icon
American Express
AXP
+$1.82M
5
DD
Du Pont De Nemours E I
DD
+$1.14M

Sector Composition

1 Technology 19.44%
2 Healthcare 14.99%
3 Financials 11.64%
4 Industrials 9.98%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.08M 0.41%
85,325
-218,684
77
$2.02M 0.4%
22,390
+106
78
$2.01M 0.4%
40,572
+407
79
$2.01M 0.4%
71,103
+9,374
80
$2M 0.4%
31,950
+3,300
81
$1.98M 0.39%
41,150
+300
82
$1.98M 0.39%
20,100
-200
83
$1.97M 0.39%
28,475
+3,325
84
$1.92M 0.38%
25,400
85
$1.82M 0.36%
47,715
86
$1.82M 0.36%
14,880
87
$1.81M 0.36%
23,512
+4
88
$1.75M 0.35%
17,782
-1,682
89
$1.7M 0.34%
131,750
-3,100
90
$1.68M 0.33%
36,584
+428
91
$1.65M 0.33%
20,806
+2
92
$1.64M 0.32%
+15,048
93
$1.59M 0.32%
114,263
-19,886
94
$1.57M 0.31%
2,175
95
$1.56M 0.31%
800
-100
96
$1.51M 0.3%
10,226
+1
97
$1.36M 0.27%
32,403
+3
98
$1.24M 0.25%
21,992
-114
99
$1.22M 0.24%
42,875
+350
100
$1.2M 0.24%
13,591
-687
2 3
4
5 6