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
$538M
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$1.75M
3
+$1.37M
4
ALR
Alere Inc
ALR
+$1.21M
5
ENDP
Endo International plc
ENDP
+$1.06M

Top Sells

1
+$5.07M
2
+$2.87M
3
+$920K
4
IBM icon
IBM
IBM
+$629K
5
DUK icon
Duke Energy
DUK
+$524K

Sector Composition

1 Technology 18.19%
2 Healthcare 18.02%
3 Industrials 11.6%
4 Consumer Staples 10.81%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$686K 0.13%
12,100
127
$666K 0.12%
22,293
+650
128
$659K 0.12%
12,294
-100
129
$609K 0.11%
19,800
+500
130
$598K 0.11%
1,776
+15
131
$558K 0.1%
20,550
132
$493K 0.09%
4,649
-153
133
$487K 0.09%
3,362
134
$484K 0.09%
16,205
+5
135
$474K 0.09%
18,000
136
$464K 0.09%
5,162
137
$455K 0.08%
13,140
+2,000
138
$450K 0.08%
6,300
139
$432K 0.08%
2,400
140
$429K 0.08%
7,660
-430
141
$426K 0.08%
5,220
+750
142
$416K 0.08%
14,172
143
$407K 0.08%
3,100
144
$385K 0.07%
12,919
145
$381K 0.07%
3,200
-65
146
$378K 0.07%
4,114
+50
147
$378K 0.07%
5,096
148
$370K 0.07%
2,852
-62
149
$364K 0.07%
7,090
150
$354K 0.07%
8,203
-450
4 5
6
7 8