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
$472M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.45M
3
+$1.34M
4
LYB icon
LyondellBasell Industries
LYB
+$993K
5
GS icon
Goldman Sachs
GS
+$733K

Top Sells

1
+$4.25M
2
+$4.15M
3
+$3.97M
4
UPS icon
United Parcel Service
UPS
+$3.8M
5
CAT icon
Caterpillar
CAT
+$3.71M

Sector Composition

1 Technology 27.57%
2 Healthcare 20.22%
3 Consumer Staples 10.53%
4 Financials 10.32%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$606K 0.13%
10,420
102
$589K 0.12%
20,455
103
$565K 0.12%
6,383
-500
104
$545K 0.12%
11,406
105
$539K 0.11%
6,200
106
$524K 0.11%
21,750
107
$509K 0.11%
6,060
+2
108
$500K 0.11%
14,331
-1,865
109
$482K 0.1%
25,254
110
$479K 0.1%
3,935
111
$462K 0.1%
7,200
112
$458K 0.1%
8,408
-2,300
113
$449K 0.1%
3,135
-545
114
$446K 0.09%
6,300
115
$443K 0.09%
11,452
-64
116
$414K 0.09%
43,750
-6,800
117
$397K 0.08%
5,441
-36
118
$389K 0.08%
2,050
119
$387K 0.08%
3,221
-277
120
$378K 0.08%
4,700
-505
121
$375K 0.08%
4,100
122
$371K 0.08%
2,027
+190
123
$371K 0.08%
10,920
-480
124
$368K 0.08%
6,803
-301
125
$361K 0.08%
10,320
+2,220
3 4
5
6 7