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
$797M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$4.95M
3
+$4.68M
4
SNDK
SANDISK CORP
SNDK
+$4.31M
5
XOM icon
Exxon Mobil
XOM
+$3.3M

Top Sells

1
+$3.51M
2
+$3.38M
3
+$1.55M
4
HD icon
Home Depot
HD
+$938K
5
MDR
McDermott International
MDR
+$422K

Sector Composition

1 Financials 33.5%
2 Technology 13.62%
3 Healthcare 11.52%
4 Industrials 7.44%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.15%
13,591
-100
102
$1.12M 0.14%
25,160
+2,383
103
$1.05M 0.13%
14,600
-550
104
$1.01M 0.13%
20,608
-118
105
$1M 0.13%
78,857
-1,532
106
$972K 0.12%
19,175
-150
107
$961K 0.12%
88,333
108
$924K 0.12%
6,270
109
$896K 0.11%
26,140
+400
110
$883K 0.11%
9,070
-280
111
$832K 0.1%
7,854
-1,696
112
$814K 0.1%
15,225
+7,850
113
$809K 0.1%
20,520
114
$809K 0.1%
15,126
-100
115
$770K 0.1%
9,872
-700
116
$747K 0.09%
18,208
-596
117
$729K 0.09%
18,500
+2,000
118
$700K 0.09%
49,500
+1,000
119
$683K 0.09%
5,162
-60
120
$669K 0.08%
25,000
121
$656K 0.08%
17,225
-88,700
122
$655K 0.08%
24,828
123
$650K 0.08%
31,800
+8,400
124
$648K 0.08%
+12,000
125
$647K 0.08%
7,944
+8
3 4
5
6 7