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
$692K
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.43K
2
+$1.19K
3
+$1.06K
4
SNA icon
Snap-on
SNA
+$981
5
CSCO icon
Cisco
CSCO
+$824

Top Sells

1
+$615K
2
+$505K
3
+$385K
4
PNR icon
Pentair
PNR
+$324K
5
EEM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$616 0.09%
16,140
127
$611 0.09%
20,600
+3,500
128
$564 0.08%
8,829
129
$550 0.08%
+21,643
130
$548 0.08%
20,550
+2,000
131
$532 0.08%
+5,000
132
$530 0.08%
6,745
+115
133
$529 0.08%
3,797
134
$504 0.07%
18,000
-3,000
135
$492 0.07%
4,802
136
$485 0.07%
5,162
137
$477 0.07%
3,362
138
$467 0.07%
16,200
+20
139
$442 0.06%
12,000
-1,000
140
$439 0.06%
2,400
141
$435 0.06%
+6,300
142
$431 0.06%
3,100
143
$420 0.06%
8,090
+2
144
$415 0.06%
14,172
145
$415 0.06%
11,140
146
$406 0.06%
14,425
+1,825
147
$400 0.06%
+12,919
148
$392 0.06%
12,100
149
$390 0.06%
5,096
-4,600
150
$381 0.06%
+3,265
4 5
6
7 8