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
$506M
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.59M
3
+$2.27M
4
AMGN icon
Amgen
AMGN
+$2.17M
5
KMB icon
Kimberly-Clark
KMB
+$1.64M

Top Sells

1
+$12.1M
2
+$5.34M
3
+$4.88M
4
AXP icon
American Express
AXP
+$1.82M
5
DD
Du Pont De Nemours E I
DD
+$1.14M

Sector Composition

1 Technology 19.44%
2 Healthcare 14.99%
3 Financials 11.64%
4 Industrials 9.98%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$563K 0.11%
5,162
127
$553K 0.11%
3,100
128
$552K 0.11%
6,864
129
$550K 0.11%
12,294
+1,000
130
$532K 0.11%
16,576
-300
131
$522K 0.1%
8,825
+5
132
$456K 0.09%
16,670
+5
133
$456K 0.09%
9,400
+3,100
134
$453K 0.09%
4,802
135
$438K 0.09%
3,362
+62
136
$434K 0.09%
3,100
137
$430K 0.09%
2,400
-78
138
$426K 0.08%
12,433
-17
139
$417K 0.08%
8,790
140
$395K 0.08%
17,700
141
$387K 0.08%
15,300
142
$387K 0.08%
+10,020
143
$376K 0.07%
13,000
144
$373K 0.07%
8,084
-121
145
$372K 0.07%
14,520
146
$369K 0.07%
14,172
147
$363K 0.07%
9,700
148
$357K 0.07%
2,729
149
$347K 0.07%
3,406
-180
150
$328K 0.06%
10,000
4 5
6
7 8