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
$692K
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.43K
2
+$1.19K
3
+$1.06K
4
SNA icon
Snap-on
SNA
+$981
5
CSCO icon
Cisco
CSCO
+$824

Top Sells

1
+$615K
2
+$505K
3
+$385K
4
PNR icon
Pentair
PNR
+$324K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$322K

Sector Composition

1 Consumer Discretionary 28.7%
2 Technology 14.59%
3 Healthcare 12.73%
4 Industrials 8.92%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12K 0.16%
9,822
+1,250
102
$1.12K 0.16%
18,719
+1
103
$1.07K 0.16%
7,039
-3,198
104
$1.06K 0.15%
20,800
-27,791
105
$1.03K 0.15%
18,000
106
$1.01K 0.15%
8,494
107
$1.01K 0.15%
16,011
-1,446
108
$981 0.14%
+6,250
109
$956 0.14%
24,495
-4,800
110
$938 0.14%
23,940
-400
111
$937 0.14%
31,000
-9,300
112
$920 0.13%
33,700
-41,500
113
$917 0.13%
15,038
-51
114
$909 0.13%
15,826
+1,000
115
$901 0.13%
39,014
-22,364
116
$885 0.13%
4,470
117
$874 0.13%
22,726
-2,208
118
$839 0.12%
18,950
+300
119
$811 0.12%
17,600
120
$793 0.11%
8,084
+8
121
$701 0.1%
12,100
-400
122
$696 0.1%
1,761
123
$679 0.1%
14,000
124
$644 0.09%
19,300
+3,600
125
$641 0.09%
12,394
3 4
5
6 7