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
$644M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$5.64M
3
+$3.26M
4
LYB icon
LyondellBasell Industries
LYB
+$2.27M
5
IBM icon
IBM
IBM
+$1.17M

Top Sells

1
+$4.11M
2
+$2.79M
3
+$2.38M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.96M
5
DUK icon
Duke Energy
DUK
+$1.95M

Sector Composition

1 Healthcare 20.98%
2 Technology 20.17%
3 Financials 12.36%
4 Industrials 9.1%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$625K 0.1%
6,287
127
$617K 0.1%
13,500
128
$598K 0.09%
9,144
+1,550
129
$594K 0.09%
7,489
+3
130
$569K 0.09%
6,991
+2,805
131
$564K 0.09%
3,500
132
$553K 0.09%
55,900
-1,100
133
$538K 0.08%
2,000
-400
134
$538K 0.08%
10,663
+2,981
135
$530K 0.08%
28,563
+51
136
$522K 0.08%
87,900
-6,600
137
$520K 0.08%
6,300
138
$516K 0.08%
+2,265
139
$510K 0.08%
22,500
-338
140
$499K 0.08%
13,830
+30
141
$480K 0.07%
7,700
142
$460K 0.07%
8,950
-250
143
$452K 0.07%
12,919
144
$436K 0.07%
7,650
145
$434K 0.07%
3,978
-105
146
$411K 0.06%
4,325
+520
147
$397K 0.06%
8,879
-225
148
$392K 0.06%
2,824
-376
149
$390K 0.06%
2,540
150
$385K 0.06%
3,390
-294
4 5
6
7 8