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
$702M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.58M
3
+$4.45M
4
LYB icon
LyondellBasell Industries
LYB
+$3.34M
5
NOC icon
Northrop Grumman
NOC
+$1.67M

Top Sells

1
+$4.96M
2
+$3.76M
3
+$2.84M
4
AMGN icon
Amgen
AMGN
+$2.68M
5
ORCL icon
Oracle
ORCL
+$1.42M

Sector Composition

1 Technology 21.7%
2 Healthcare 21.42%
3 Financials 11.65%
4 Industrials 8.6%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$676K 0.1%
8,974
+300
127
$651K 0.09%
3,042
-400
128
$617K 0.09%
6,481
129
$607K 0.09%
22,500
130
$599K 0.09%
10,040
+60
131
$592K 0.08%
3,500
132
$588K 0.08%
8,022
-12,778
133
$587K 0.08%
5,366
134
$570K 0.08%
10,791
+128
135
$566K 0.08%
12,121
+245
136
$560K 0.08%
12,084
-2,416
137
$549K 0.08%
6,300
138
$536K 0.08%
6,052
+1
139
$513K 0.07%
3,403
+20
140
$487K 0.07%
7,700
141
$486K 0.07%
10,000
142
$484K 0.07%
3,226
+34
143
$467K 0.07%
4,280
144
$458K 0.07%
2,540
145
$445K 0.06%
5,458
+41
146
$422K 0.06%
3,771
-211
147
$417K 0.06%
12,919
148
$409K 0.06%
4,097
149
$409K 0.06%
9,380
+5
150
$396K 0.06%
8,997
-2,892
4 5
6
7 8