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
$702M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.58M
3
+$4.45M
4
LYB icon
LyondellBasell Industries
LYB
+$3.34M
5
NOC icon
Northrop Grumman
NOC
+$1.67M

Top Sells

1
+$4.96M
2
+$3.76M
3
+$2.84M
4
AMGN icon
Amgen
AMGN
+$2.68M
5
ORCL icon
Oracle
ORCL
+$1.42M

Sector Composition

1 Technology 21.7%
2 Healthcare 21.42%
3 Financials 11.65%
4 Industrials 8.6%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.09M 0.3%
2,697
77
$2.01M 0.29%
24,000
-30
78
$1.94M 0.28%
29,890
+3
79
$1.93M 0.27%
76,129
-6,704
80
$1.91M 0.27%
21,998
-14,000
81
$1.89M 0.27%
29,310
-200
82
$1.87M 0.27%
30,124
-5,296
83
$1.71M 0.24%
100,700
-10,300
84
$1.62M 0.23%
36,364
85
$1.6M 0.23%
13,080
+58
86
$1.48M 0.21%
6,075
+15
87
$1.45M 0.21%
18,811
88
$1.44M 0.21%
43,671
-244
89
$1.43M 0.2%
84,996
90
$1.33M 0.19%
12,435
+785
91
$1.28M 0.18%
18,797
+65
92
$1.25M 0.18%
45,275
+872
93
$1.24M 0.18%
17,633
-3,400
94
$1.24M 0.18%
14,053
-321
95
$1.22M 0.17%
21,794
-748
96
$1.18M 0.17%
10,611
+2
97
$1.15M 0.16%
18,882
+4,421
98
$1.13M 0.16%
7,487
+5
99
$1.13M 0.16%
8,816
+5,368
100
$1.13M 0.16%
53,068
-2,882
2 3
4
5 6