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
$472M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.45M
3
+$1.34M
4
LYB icon
LyondellBasell Industries
LYB
+$993K
5
GS icon
Goldman Sachs
GS
+$733K

Top Sells

1
+$4.25M
2
+$4.15M
3
+$3.97M
4
UPS icon
United Parcel Service
UPS
+$3.8M
5
CAT icon
Caterpillar
CAT
+$3.71M

Sector Composition

1 Technology 27.57%
2 Healthcare 20.22%
3 Consumer Staples 10.53%
4 Financials 10.32%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.22%
20,079
-848
77
$1.06M 0.22%
12,815
-875
78
$1.03M 0.22%
34,223
-7,448
79
$979K 0.21%
6,250
80
$962K 0.2%
6,370
-50
81
$944K 0.2%
32,900
-1,800
82
$898K 0.19%
19,000
+685
83
$881K 0.19%
83,300
-6,400
84
$858K 0.18%
4,505
-230
85
$854K 0.18%
36,333
-5,374
86
$837K 0.18%
14,875
-6,700
87
$835K 0.18%
22,410
-5,600
88
$835K 0.18%
8,358
-1,000
89
$831K 0.18%
68,200
-14,422
90
$825K 0.17%
76,250
-27,400
91
$802K 0.17%
37,550
-2,900
92
$788K 0.17%
9,375
-475
93
$780K 0.17%
9,376
-825
94
$775K 0.16%
28,350
+12,864
95
$725K 0.15%
10,001
-150
96
$641K 0.14%
17,850
+2,852
97
$628K 0.13%
2,000
98
$626K 0.13%
4,340
+1,375
99
$622K 0.13%
29,872
-493
100
$615K 0.13%
10,333
+3
2 3
4
5 6