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
$702M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.58M
3
+$4.45M
4
LYB icon
LyondellBasell Industries
LYB
+$3.34M
5
NOC icon
Northrop Grumman
NOC
+$1.67M

Top Sells

1
+$4.96M
2
+$3.76M
3
+$2.84M
4
AMGN icon
Amgen
AMGN
+$2.68M
5
ORCL icon
Oracle
ORCL
+$1.42M

Sector Composition

1 Technology 21.7%
2 Healthcare 21.42%
3 Financials 11.65%
4 Industrials 8.6%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.16%
11,220
102
$1.12M 0.16%
18,400
103
$1.11M 0.16%
12,900
-1,000
104
$1.07M 0.15%
24,998
-262
105
$1.02M 0.15%
2,749
+11
106
$1.02M 0.15%
9,500
107
$1.01M 0.14%
6,250
-50
108
$1M 0.14%
17,393
-207
109
$974K 0.14%
5,241
-1,005
110
$941K 0.13%
9,500
-2,900
111
$904K 0.13%
6,144
+2
112
$894K 0.13%
53,100
-700
113
$884K 0.13%
27,900
-600
114
$881K 0.13%
21,890
-105
115
$869K 0.12%
11,478
+100
116
$831K 0.12%
14,000
117
$796K 0.11%
3,691
+1,441
118
$785K 0.11%
13,803
-3,747
119
$781K 0.11%
12,958
-1,697
120
$780K 0.11%
55,900
121
$750K 0.11%
6,400
122
$734K 0.1%
4,968
-256
123
$709K 0.1%
16,800
+300
124
$692K 0.1%
28,050
+42
125
$677K 0.1%
2,000
3 4
5
6 7