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
$506M
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.59M
3
+$2.27M
4
AMGN icon
Amgen
AMGN
+$2.17M
5
KMB icon
Kimberly-Clark
KMB
+$1.64M

Top Sells

1
+$12.1M
2
+$5.34M
3
+$4.88M
4
AXP icon
American Express
AXP
+$1.82M
5
DD
Du Pont De Nemours E I
DD
+$1.14M

Sector Composition

1 Technology 19.44%
2 Healthcare 14.99%
3 Financials 11.64%
4 Industrials 9.98%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.23%
40,400
+16,200
102
$1.18M 0.23%
21,683
+25
103
$1.11M 0.22%
14,081
-3,293
104
$1.06M 0.21%
18,716
+503
105
$1.02M 0.2%
14,804
-400
106
$978K 0.19%
25,000
107
$897K 0.18%
25,603
-5,061
108
$864K 0.17%
9,440
109
$860K 0.17%
15,000
+5,000
110
$856K 0.17%
+13,334
111
$855K 0.17%
23,940
-200
112
$854K 0.17%
27,280
-2,000
113
$808K 0.16%
33,450
-8,500
114
$783K 0.15%
19,725
-800
115
$771K 0.15%
8,572
+500
116
$742K 0.15%
4,470
-400
117
$738K 0.15%
17,600
-2,100
118
$734K 0.15%
14,826
119
$689K 0.14%
14,000
120
$661K 0.13%
8,990
+2,685
121
$639K 0.13%
9,172
+1,000
122
$632K 0.12%
7,968
+8
123
$619K 0.12%
10,300
124
$607K 0.12%
10,831
+628
125
$564K 0.11%
1,761
3 4
5
6 7