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
$538M
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$1.75M
3
+$1.37M
4
ALR
Alere Inc
ALR
+$1.21M
5
ENDP
Endo International plc
ENDP
+$1.06M

Top Sells

1
+$5.07M
2
+$2.87M
3
+$920K
4
IBM icon
IBM
IBM
+$629K
5
DUK icon
Duke Energy
DUK
+$524K

Sector Composition

1 Technology 18.19%
2 Healthcare 18.02%
3 Industrials 11.6%
4 Consumer Staples 10.81%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.08M 0.39%
37,200
+100
77
$2.06M 0.38%
17,163
-176
78
$2.05M 0.38%
13,880
79
$1.94M 0.36%
47,155
-150
80
$1.88M 0.35%
34,350
81
$1.87M 0.35%
23,542
+4
82
$1.87M 0.35%
17,813
+33
83
$1.81M 0.34%
18,761
-1,948
84
$1.76M 0.33%
132,455
+525
85
$1.65M 0.31%
33,062
-1,047
86
$1.55M 0.29%
95,338
87
$1.51M 0.28%
1,905
-50
88
$1.47M 0.27%
23,250
+1,750
89
$1.47M 0.27%
123,300
-2,100
90
$1.46M 0.27%
35,050
+29,100
91
$1.4M 0.26%
20,355
-1,477
92
$1.37M 0.25%
+68,000
93
$1.3M 0.24%
41,336
94
$1.3M 0.24%
600
95
$1.28M 0.24%
82,275
+67,850
96
$1.24M 0.23%
39,175
-3,450
97
$1.15M 0.21%
6,730
-309
98
$1.13M 0.21%
48,098
-1,127
99
$1.12M 0.21%
9,822
100
$1.11M 0.21%
20,700
-100
2 3
4
5 6