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
$524M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.2M
3
+$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
RIG icon
Transocean
RIG
+$2.68M

Top Sells

1
+$3.23M
2
+$3.18M
3
+$2.21M
4
CB
CHUBB CORPORATION
CB
+$470K
5
LMT icon
Lockheed Martin
LMT
+$449K

Sector Composition

1 Technology 16.54%
2 Healthcare 14.89%
3 Industrials 11.51%
4 Financials 11.21%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$447K 0.09%
5,830
+2,375
127
$433K 0.08%
5,965
+562
128
$432K 0.08%
10,000
129
$427K 0.08%
12,900
130
$422K 0.08%
27,609
131
$422K 0.08%
12,000
132
$420K 0.08%
7,000
133
$415K 0.08%
+14,150
134
$414K 0.08%
15,900
135
$413K 0.08%
5,939
+1,041
136
$412K 0.08%
23,900
137
$392K 0.07%
4,595
138
$390K 0.07%
8,594
139
$389K 0.07%
7,500
140
$381K 0.07%
4,051
141
$378K 0.07%
3,000
142
$376K 0.07%
5,645
143
$368K 0.07%
10,650
144
$363K 0.07%
10,394
-5,237
145
$357K 0.07%
3,999
+460
146
$338K 0.06%
2,656
147
$335K 0.06%
6,901
+428
148
$334K 0.06%
3,100
149
$333K 0.06%
+3,549
150
$324K 0.06%
2,139
+393
4 5
6
7 8