MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
+2.99%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$724M
AUM Growth
+$724M
(+38%)
Cap. Flow
+$205M
Cap. Flow
% of AUM
28.33%
Top 10 Holdings %
Top 10 Hldgs %
42.75%
Holding
189
New
12
Increased
80
Reduced
32
Closed
8
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$186M |
| 2 |
MNDT
Mandiant, Inc. Common Stock
MNDT
|
$5.68M |
| 3 |
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
|
$3.51M |
| 4 |
Enterprise Products Partners
EPD
|
$3.34M |
| 5 |
Apple
AAPL
|
$2.92M |
Top Sells
| 1 |
MON
Monsanto Co
MON
|
$5.08M |
| 2 |
NCR Voyix
VYX
|
$3.97M |
| 3 |
PWE
Penn West Energy Petroleum Ltd
PWE
|
$848K |
| 4 |
Intel
INTC
|
$744K |
| 5 |
Harley-Davidson
HOG
|
$454K |
Sector Composition
| 1 | Financials | 33.92% |
| 2 | Technology | 12.99% |
| 3 | Healthcare | 11.55% |
| 4 | Industrials | 7.69% |
| 5 | Consumer Staples | 6.73% |
