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
$506M
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.59M
3
+$2.27M
4
AMGN icon
Amgen
AMGN
+$2.17M
5
KMB icon
Kimberly-Clark
KMB
+$1.64M

Top Sells

1
+$12.1M
2
+$5.34M
3
+$4.88M
4
AXP icon
American Express
AXP
+$1.82M
5
DD
Du Pont De Nemours E I
DD
+$1.14M

Sector Composition

1 Technology 19.44%
2 Healthcare 14.99%
3 Financials 11.64%
4 Industrials 9.98%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$325K 0.06%
3,265
-786
152
$322K 0.06%
97,202
-2,599
153
$318K 0.06%
26,663
154
$308K 0.06%
2,139
-135
155
$301K 0.06%
25,911
156
$295K 0.06%
10,000
-5,000
157
$287K 0.06%
12,100
158
$281K 0.06%
10,946
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159
$281K 0.06%
5,841
-1,007
160
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3,835
161
$278K 0.05%
6,780
162
$273K 0.05%
10,084
163
$271K 0.05%
5,600
164
$271K 0.05%
+6,000
165
$252K 0.05%
2,123
-359
166
$249K 0.05%
3,400
167
$246K 0.05%
4,000
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168
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169
$241K 0.05%
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170
$238K 0.05%
2,200
171
$237K 0.05%
6,888
172
$236K 0.05%
4,000
-2,000
173
$224K 0.04%
24,885
174
$220K 0.04%
4,907
+1
175
$214K 0.04%
2,555
5 6
7
8 9