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
$797M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$4.95M
3
+$4.68M
4
SNDK
SANDISK CORP
SNDK
+$4.31M
5
XOM icon
Exxon Mobil
XOM
+$3.3M

Top Sells

1
+$3.51M
2
+$3.38M
3
+$1.55M
4
HD icon
Home Depot
HD
+$938K
5
MDR
McDermott International
MDR
+$422K

Sector Composition

1 Financials 33.5%
2 Technology 13.62%
3 Healthcare 11.52%
4 Industrials 7.44%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$608K 0.08%
10,000
127
$606K 0.08%
12,000
128
$594K 0.07%
12,000
+500
129
$588K 0.07%
8,790
-200
130
$567K 0.07%
1,801
131
$523K 0.07%
11,100
-1,800
132
$521K 0.07%
17,975
+3,825
133
$507K 0.06%
27,800
+191
134
$505K 0.06%
6,305
+475
135
$473K 0.06%
17,700
+1,800
136
$468K 0.06%
4,500
+2,100
137
$465K 0.06%
4,595
138
$461K 0.06%
7,811
+5
139
$459K 0.06%
3,260
-400
140
$457K 0.06%
14,172
141
$454K 0.06%
7,830
-124
142
$447K 0.06%
6,172
-159
143
$429K 0.05%
3,000
144
$429K 0.05%
4,051
145
$422K 0.05%
8,594
146
$409K 0.05%
10,600
147
$406K 0.05%
2,600
+800
148
$405K 0.05%
3,924
+460
149
$395K 0.05%
2,274
-100
150
$393K 0.05%
10,000
4 5
6
7 8