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
$538M
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$1.75M
3
+$1.37M
4
ALR
Alere Inc
ALR
+$1.21M
5
ENDP
Endo International plc
ENDP
+$1.06M

Top Sells

1
+$5.07M
2
+$2.87M
3
+$920K
4
IBM icon
IBM
IBM
+$629K
5
DUK icon
Duke Energy
DUK
+$524K

Sector Composition

1 Technology 18.19%
2 Healthcare 18.02%
3 Industrials 11.6%
4 Consumer Staples 10.81%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.21%
7,000
+750
102
$1.07M 0.2%
18,721
+2
103
$1.04M 0.19%
8,494
104
$1.04M 0.19%
40,729
+1,715
105
$1.03M 0.19%
15,892
-119
106
$1.02M 0.19%
20,297
-845
107
$995K 0.19%
15,875
+49
108
$976K 0.18%
31,000
109
$972K 0.18%
+27,204
110
$957K 0.18%
23,996
-499
111
$957K 0.18%
21,455
-1,271
112
$941K 0.18%
26,740
+10,600
113
$916K 0.17%
4,120
-350
114
$905K 0.17%
17,600
115
$880K 0.16%
24,600
+4,000
116
$878K 0.16%
22,740
-1,200
117
$871K 0.16%
15,040
+2
118
$833K 0.15%
10,361
+3,616
119
$829K 0.15%
33,700
120
$803K 0.15%
7,891
-193
121
$788K 0.15%
16,225
-2,725
122
$756K 0.14%
11,080
-42,130
123
$710K 0.13%
4,850
+1,053
124
$697K 0.13%
6,500
+1,500
125
$686K 0.13%
9,329
+500
3 4
5
6 7