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
$644M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$5.64M
3
+$3.26M
4
LYB icon
LyondellBasell Industries
LYB
+$2.27M
5
IBM icon
IBM
IBM
+$1.17M

Top Sells

1
+$4.11M
2
+$2.79M
3
+$2.38M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.96M
5
DUK icon
Duke Energy
DUK
+$1.95M

Sector Composition

1 Healthcare 20.98%
2 Technology 20.17%
3 Financials 12.36%
4 Industrials 9.1%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.04M 0.16%
5,687
+1,076
102
$1.03M 0.16%
10,346
+115
103
$1.03M 0.16%
17,725
-13
104
$1.01M 0.16%
8,559
-3,683
105
$1.01M 0.16%
15,561
+57
106
$1M 0.16%
6,246
+2,962
107
$997K 0.15%
6,417
+1,333
108
$981K 0.15%
15,900
109
$978K 0.15%
6,141
+1
110
$970K 0.15%
21,535
-21,775
111
$966K 0.15%
15,507
-100
112
$947K 0.15%
8,116
-4,400
113
$944K 0.15%
12,100
114
$894K 0.14%
6,300
-100
115
$888K 0.14%
21,774
+232
116
$871K 0.14%
10,219
+1
117
$834K 0.13%
22,230
+6,070
118
$832K 0.13%
+17,600
119
$727K 0.11%
3,642
-700
120
$726K 0.11%
4,911
-10
121
$705K 0.11%
14,000
122
$703K 0.11%
18,658
-1,046
123
$670K 0.1%
12,980
+4,000
124
$663K 0.1%
9,833
+550
125
$640K 0.1%
14,600
+4,100
3 4
5
6 7