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
$599M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.88M
3
+$6.63M
4
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$3.8M
5
AAL icon
American Airlines Group
AAL
+$2.99M

Top Sells

1
+$3.48M
2
+$2.24M
3
+$1.84M
4
MCD icon
McDonald's
MCD
+$1.83M
5
CAT icon
Caterpillar
CAT
+$931K

Sector Composition

1 Technology 17.88%
2 Healthcare 17.2%
3 Financials 10.89%
4 Industrials 9.59%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$384K 0.06%
3,586
-240
152
$382K 0.06%
12,100
153
$379K 0.06%
10,600
154
$363K 0.06%
15,000
155
$362K 0.06%
9,700
156
$353K 0.06%
25,911
-5,221
157
$340K 0.06%
10,114
-1,709
158
$338K 0.06%
26,663
+3,375
159
$326K 0.05%
7,500
160
$320K 0.05%
2,482
+210
161
$315K 0.05%
+14,520
162
$306K 0.05%
6,300
163
$294K 0.05%
+7,337
164
$294K 0.05%
6,780
165
$284K 0.05%
2,527
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166
$284K 0.05%
6,848
167
$279K 0.05%
2,729
168
$276K 0.05%
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169
$271K 0.05%
24,885
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170
$266K 0.04%
3,835
171
$266K 0.04%
1,100
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172
$263K 0.04%
3,016
173
$261K 0.04%
3,400
-1,000
174
$260K 0.04%
6,888
175
$255K 0.04%
+1,575
5 6
7
8 9