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
$692K
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.43K
2
+$1.19K
3
+$1.06K
4
SNA icon
Snap-on
SNA
+$981
5
CSCO icon
Cisco
CSCO
+$824

Top Sells

1
+$615K
2
+$505K
3
+$385K
4
PNR icon
Pentair
PNR
+$324K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$322K

Sector Composition

1 Consumer Discretionary 28.7%
2 Technology 14.59%
3 Healthcare 12.73%
4 Industrials 8.92%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.14K 0.31%
18,025
-3,888
77
$2.13K 0.31%
25,400
78
$2.06K 0.3%
37,100
+1,000
79
$2.04K 0.29%
23,538
+123
80
$2.01K 0.29%
14,973
-78
81
$1.97K 0.28%
13,880
-700
82
$1.86K 0.27%
221,567
-2,798
83
$1.85K 0.27%
20,709
+2
84
$1.83K 0.27%
99,919
-11,084
85
$1.8K 0.26%
24,404
+500
86
$1.78K 0.26%
131,930
-7,747
87
$1.71K 0.25%
47,305
+300
88
$1.7K 0.25%
40,622
+544
89
$1.7K 0.25%
17,780
+5,500
90
$1.62K 0.23%
95,338
-400
91
$1.61K 0.23%
34,109
+1,803
92
$1.56K 0.23%
1,955
-250
93
$1.43K 0.21%
+21,500
94
$1.37K 0.2%
21,832
+24
95
$1.36K 0.2%
42,625
+400
96
$1.28K 0.19%
600
97
$1.25K 0.18%
41,336
+162
98
$1.18K 0.17%
49,225
-1,800
99
$1.15K 0.17%
125,400
-3,250
100
$1.13K 0.16%
21,142
2 3
4
5 6