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
$504M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.05M
3
+$589K
4
TGT icon
Target
TGT
+$256K
5
SLB icon
SLB Ltd
SLB
+$243K

Top Sells

1
+$13.5M
2
+$8.62M
3
+$7.59M
4
ALB icon
Albemarle
ALB
+$6.58M
5
GILD icon
Gilead Sciences
GILD
+$6.35M

Sector Composition

1 Technology 21.43%
2 Healthcare 18.57%
3 Financials 11.32%
4 Consumer Staples 9.71%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$519K 0.1%
25,077
-2,973
127
$513K 0.1%
4,914
-54
128
$511K 0.1%
11,622
-499
129
$491K 0.1%
6,300
130
$488K 0.1%
10,689
-102
131
$487K 0.1%
20,250
-2,250
132
$471K 0.09%
3,500
133
$462K 0.09%
4,184
+413
134
$453K 0.09%
4,415
+135
135
$450K 0.09%
3,435
+32
136
$440K 0.09%
7,700
137
$430K 0.09%
6,054
+2
138
$414K 0.08%
7,213
-4,265
139
$412K 0.08%
9,377
-3
140
$379K 0.08%
10,000
141
$362K 0.07%
5,417
-41
142
$330K 0.07%
10,500
143
$326K 0.06%
8,863
-134
144
$320K 0.06%
5,170
-3,804
145
$316K 0.06%
10,002
146
$313K 0.06%
2,612
-212
147
$303K 0.06%
3,397
-700
148
$300K 0.06%
6,908
149
$294K 0.06%
4,814
+600
150
$294K 0.06%
3,045
4 5
6
7 8