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
$605M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.17M
3
+$2.05M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.8M
5
ROP icon
Roper Technologies
ROP
+$1.78M

Top Sells

1
+$2.52M
2
+$1.54M
3
+$1.35M
4
SNA icon
Snap-on
SNA
+$1.23M
5
DRI icon
Darden Restaurants
DRI
+$1M

Sector Composition

1 Healthcare 18.93%
2 Technology 17.5%
3 Financials 12.95%
4 Industrials 10.61%
5 Consumer Staples 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.33%
83,600
77
$1.95M 0.32%
23,554
+440
78
$1.82M 0.3%
27,350
79
$1.8M 0.3%
+28,150
80
$1.78M 0.29%
31,962
-250
81
$1.78M 0.29%
+7,690
82
$1.78M 0.29%
6,920
+2,850
83
$1.7M 0.28%
31,174
+3
84
$1.67M 0.28%
25,304
85
$1.63M 0.27%
15,627
86
$1.59M 0.26%
45,498
87
$1.56M 0.26%
139,750
+27,500
88
$1.55M 0.26%
23,000
89
$1.55M 0.26%
94,938
90
$1.51M 0.25%
81,743
-2,238
91
$1.48M 0.24%
9,802
+2,230
92
$1.26M 0.21%
16,949
+23
93
$1.22M 0.2%
15,863
+636
94
$1.2M 0.2%
40,000
95
$1.19M 0.2%
18,305
+210
96
$1.17M 0.19%
36,806
97
$1.16M 0.19%
12,711
-6,752
98
$1.1M 0.18%
33,475
-1,100
99
$1.06M 0.18%
1,865
100
$1.06M 0.18%
6,262
+1,350
2 3
4
5 6