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
$797M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$4.95M
3
+$4.68M
4
SNDK
SANDISK CORP
SNDK
+$4.31M
5
XOM icon
Exxon Mobil
XOM
+$3.3M

Top Sells

1
+$3.51M
2
+$3.38M
3
+$1.55M
4
HD icon
Home Depot
HD
+$938K
5
MDR
McDermott International
MDR
+$422K

Sector Composition

1 Financials 33.5%
2 Technology 13.62%
3 Healthcare 11.52%
4 Industrials 7.44%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$388K 0.05%
3,100
152
$388K 0.05%
4,099
+100
153
$372K 0.05%
12,100
154
$370K 0.05%
23,900
155
$367K 0.05%
7,000
156
$356K 0.04%
+2,478
157
$355K 0.04%
2,729
+73
158
$340K 0.04%
9,700
159
$324K 0.04%
+10,256
160
$316K 0.04%
7,500
161
$307K 0.04%
+15,000
162
$305K 0.04%
6,780
-500
163
$272K 0.03%
7,484
164
$268K 0.03%
3,835
165
$265K 0.03%
2,416
166
$263K 0.03%
2,566
167
$257K 0.03%
2,904
+7
168
$254K 0.03%
+6,888
169
$248K 0.03%
5,600
170
$246K 0.03%
6,794
-2,100
171
$246K 0.03%
2,200
172
$244K 0.03%
3,400
-200
173
$243K 0.03%
3,524
174
$239K 0.03%
+4,980
175
$238K 0.03%
19,683
-7,479
4 5 6
7
8