MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.69M
3
+$2.48M
4
LYB icon
LyondellBasell Industries
LYB
+$2.35M
5
XIV
VelocityShares Daily Inverse VIX Short Term ETN
XIV
+$1.03M

Top Sells

1
+$21.9M
2
+$4.03M
3
+$2.11M
4
UPS icon
United Parcel Service
UPS
+$1.85M
5
MDT icon
Medtronic
MDT
+$1.68M

Sector Composition

1 Technology 19.07%
2 Healthcare 18.26%
3 Industrials 10.75%
4 Financials 10.68%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$669K 0.12%
22,625
+332
127
$597K 0.11%
1,776
128
$587K 0.11%
11,722
+4,632
129
$531K 0.1%
+6,565
130
$526K 0.09%
10,254
-2,040
131
$515K 0.09%
5,162
132
$501K 0.09%
16,205
133
$481K 0.09%
4,426
-223
134
$459K 0.08%
8,725
-7,500
135
$454K 0.08%
6,300
136
$452K 0.08%
7,600
-60
137
$444K 0.08%
18,000
138
$433K 0.08%
11,140
-2,000
139
$425K 0.08%
2,400
140
$422K 0.08%
8,000
-11,800
141
$418K 0.08%
14,172
142
$413K 0.07%
12,919
143
$390K 0.07%
3,284
144
$382K 0.07%
+16,000
145
$376K 0.07%
2,852
146
$372K 0.07%
4,214
+100
147
$369K 0.07%
9,500
-700
148
$367K 0.07%
3,200
149
$366K 0.07%
8,500
-600
150
$358K 0.06%
13,500
4 5
6
7 8