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
$524M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.2M
3
+$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
RIG icon
Transocean
RIG
+$2.68M

Top Sells

1
+$3.23M
2
+$3.18M
3
+$2.21M
4
CB
CHUBB CORPORATION
CB
+$470K
5
LMT icon
Lockheed Martin
LMT
+$449K

Sector Composition

1 Technology 16.54%
2 Healthcare 14.89%
3 Industrials 11.51%
4 Financials 11.21%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$316K 0.06%
2,478
+78
152
$316K 0.06%
12,600
153
$315K 0.06%
3,160
154
$315K 0.06%
7,280
155
$298K 0.06%
3,016
-1,300
156
$281K 0.05%
7,484
157
$278K 0.05%
27,096
+66
158
$273K 0.05%
3,600
159
$268K 0.05%
5,600
160
$263K 0.05%
+8,347
161
$262K 0.05%
+4,024
162
$262K 0.05%
2,890
+6
163
$253K 0.05%
14,300
164
$250K 0.05%
5,800
+800
165
$249K 0.05%
+2,416
166
$249K 0.05%
+2,000
167
$248K 0.05%
2,566
168
$243K 0.05%
6,888
169
$239K 0.05%
2,100
-200
170
$237K 0.05%
+1,000
171
$230K 0.04%
5,100
172
$216K 0.04%
2,976
173
$214K 0.04%
5,725
174
$207K 0.04%
23,288
-3,543
175
$203K 0.04%
+267
4 5 6
7
8