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
$644M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$5.64M
3
+$3.26M
4
LYB icon
LyondellBasell Industries
LYB
+$2.27M
5
IBM icon
IBM
IBM
+$1.17M

Top Sells

1
+$4.11M
2
+$2.79M
3
+$2.38M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.96M
5
DUK icon
Duke Energy
DUK
+$1.95M

Sector Composition

1 Healthcare 20.98%
2 Technology 20.17%
3 Financials 12.36%
4 Industrials 9.1%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.04M 0.32%
29,550
77
$2.02M 0.31%
14,505
78
$1.91M 0.3%
23,770
-400
79
$1.88M 0.29%
111,000
-107,800
80
$1.85M 0.29%
29,325
-300
81
$1.77M 0.28%
44,115
-610
82
$1.77M 0.27%
2,722
83
$1.67M 0.26%
24,783
-17,517
84
$1.51M 0.24%
13,280
-372
85
$1.47M 0.23%
66,105
+2,435
86
$1.45M 0.23%
36,644
-785
87
$1.43M 0.22%
23,834
+534
88
$1.43M 0.22%
29,883
-497
89
$1.39M 0.22%
19,187
-12,221
90
$1.28M 0.2%
12,300
-400
91
$1.25M 0.19%
7,852
-700
92
$1.25M 0.19%
6,060
-3,700
93
$1.19M 0.19%
18,400
94
$1.19M 0.18%
18,632
-97
95
$1.17M 0.18%
16,180
+2,920
96
$1.16M 0.18%
42,199
+3,923
97
$1.15M 0.18%
14,533
+1,430
98
$1.14M 0.18%
69,450
-1,750
99
$1.12M 0.17%
29,600
100
$1.04M 0.16%
3,189
+825
2 3
4
5 6