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
$504M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.05M
3
+$589K
4
TGT icon
Target
TGT
+$256K
5
SLB icon
SLB Ltd
SLB
+$243K

Top Sells

1
+$13.5M
2
+$8.62M
3
+$7.59M
4
ALB icon
Albemarle
ALB
+$6.58M
5
GILD icon
Gilead Sciences
GILD
+$6.35M

Sector Composition

1 Technology 21.43%
2 Healthcare 18.57%
3 Financials 11.32%
4 Consumer Staples 9.71%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.55M 0.31%
22,598
+600
77
$1.53M 0.3%
29,516
-608
78
$1.49M 0.29%
34,499
-1,865
79
$1.48M 0.29%
28,410
-900
80
$1.48M 0.29%
106,588
-9,500
81
$1.38M 0.27%
6,175
+100
82
$1.3M 0.26%
11,916
-1,164
83
$1.24M 0.25%
20,200
-3,800
84
$1.24M 0.25%
17,383
-250
85
$1.21M 0.24%
84,996
86
$1.18M 0.23%
41,871
-1,800
87
$1.17M 0.23%
15,161
-3,650
88
$1.13M 0.22%
7,564
+77
89
$1.02M 0.2%
18,400
90
$1.02M 0.2%
17,552
-1,245
91
$1.02M 0.2%
42,865
-2,410
92
$1.01M 0.2%
17,268
-12,622
93
$992K 0.2%
25,487
+489
94
$982K 0.19%
9,831
-780
95
$975K 0.19%
21,792
-2
96
$924K 0.18%
25,612
+6,730
97
$915K 0.18%
10,010
-2,425
98
$910K 0.18%
5,692
-452
99
$901K 0.18%
13,700
-300
100
$898K 0.18%
9,500
2 3
4
5 6