MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
-8.72%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$506M
AUM Growth
+$506M
(-16%)
Cap. Flow
-$12.8M
Cap. Flow
% of AUM
-2.53%
Top 10 Holdings %
Top 10 Hldgs %
25.91%
Holding
201
New
7
Increased
52
Reduced
77
Closed
17
Top Buys
| 1 |
Apple
AAPL
|
$3.14M |
| 2 |
PayPal
PYPL
|
$2.59M |
| 3 |
Bank of New York Mellon
BK
|
$2.27M |
| 4 |
Amgen
AMGN
|
$2.17M |
| 5 |
Kimberly-Clark
KMB
|
$1.64M |
Top Sells
| 1 |
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
|
$12.1M |
| 2 |
UnitedHealth
UNH
|
$4.88M |
| 3 |
American Express
AXP
|
$1.82M |
| 4 |
TE
TECO ENERGY INC
TE
|
$1.09M |
| 5 |
eBay
EBAY
|
$1.04M |
Sector Composition
| 1 | Technology | 19.44% |
| 2 | Healthcare | 14.99% |
| 3 | Financials | 11.64% |
| 4 | Industrials | 9.98% |
| 5 | Consumer Discretionary | 9.39% |
