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
$524M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.2M
3
+$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
RIG icon
Transocean
RIG
+$2.68M

Top Sells

1
+$3.23M
2
+$3.18M
3
+$2.21M
4
CB
CHUBB CORPORATION
CB
+$470K
5
LMT icon
Lockheed Martin
LMT
+$449K

Sector Composition

1 Technology 16.54%
2 Healthcare 14.89%
3 Industrials 11.51%
4 Financials 11.21%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$897K 0.17%
21,399
-1,414
102
$892K 0.17%
19,325
103
$887K 0.17%
15,150
104
$757K 0.14%
49,250
-3,500
105
$750K 0.14%
6,270
106
$741K 0.14%
8,990
+800
107
$727K 0.14%
18,802
+3,302
108
$723K 0.14%
15,126
109
$694K 0.13%
8,230
+68
110
$684K 0.13%
10,000
111
$644K 0.12%
9,572
+72
112
$634K 0.12%
25,000
-87,100
113
$615K 0.12%
5,122
114
$600K 0.11%
24,760
115
$591K 0.11%
83,333
-20,000
116
$584K 0.11%
7,954
117
$580K 0.11%
20,015
+3,032
118
$578K 0.11%
21,740
-200
119
$577K 0.11%
16,500
+2,000
120
$572K 0.11%
1,801
121
$541K 0.1%
+10,800
122
$509K 0.1%
5,850
+450
123
$498K 0.1%
14,172
124
$454K 0.09%
6,504
125
$449K 0.09%
10,600
3 4
5
6 7