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
$599M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.88M
3
+$6.63M
4
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$3.8M
5
AAL icon
American Airlines Group
AAL
+$2.99M

Top Sells

1
+$3.48M
2
+$2.24M
3
+$1.84M
4
MCD icon
McDonald's
MCD
+$1.83M
5
CAT icon
Caterpillar
CAT
+$931K

Sector Composition

1 Technology 17.88%
2 Healthcare 17.2%
3 Financials 10.89%
4 Industrials 9.59%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.31M 0.22%
22,106
-514
102
$1.29M 0.21%
42,525
+300
103
$1.24M 0.21%
30,664
-1,361
104
$1.19M 0.2%
9,440
+220
105
$1.11M 0.18%
41,950
-3,134
106
$1.09M 0.18%
61,665
107
$1.06M 0.18%
21,658
+1,025
108
$977K 0.16%
18,213
+1
109
$952K 0.16%
25,000
110
$844K 0.14%
20,525
-1,300
111
$833K 0.14%
16,876
+1
112
$799K 0.13%
19,700
113
$799K 0.13%
24,140
114
$778K 0.13%
29,280
+1,925
115
$773K 0.13%
4,870
116
$764K 0.13%
14,826
-700
117
$756K 0.13%
14,000
118
$712K 0.12%
10,203
+2,384
119
$692K 0.12%
8,072
+500
120
$689K 0.12%
3,100
121
$662K 0.11%
+24,200
122
$645K 0.11%
5,162
123
$645K 0.11%
10,300
124
$638K 0.11%
7,960
+8
125
$635K 0.11%
10,000
3 4
5
6 7