MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
+0.42%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$692K
AUM Growth
+$692K
(-100%)
Cap. Flow
-$4.4M
Cap. Flow
% of AUM
-635.57%
Top 10 Holdings %
Top 10 Hldgs %
40.62%
Holding
196
New
10
Increased
65
Reduced
62
Closed
13
Top Buys
| 1 |
Darden Restaurants
DRI
|
$1.43K |
| 2 |
Johnson & Johnson
JNJ
|
$1.19K |
| 3 |
Amgen
AMGN
|
$1.06K |
| 4 |
Snap-on
SNA
|
$981 |
| 5 |
Cisco
CSCO
|
$824 |
Top Sells
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$615K |
| 2 |
CHK
Chesapeake Energy Corporation
CHK
|
$505K |
| 3 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$385K |
| 4 |
Pentair
PNR
|
$324K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$322K |
Sector Composition
| 1 | Consumer Discretionary | 28.7% |
| 2 | Technology | 14.59% |
| 3 | Healthcare | 12.73% |
| 4 | Industrials | 8.92% |
| 5 | Financials | 8.3% |
