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
$692K
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.43K
2
+$1.19K
3
+$1.06K
4
SNA icon
Snap-on
SNA
+$981
5
CSCO icon
Cisco
CSCO
+$824

Top Sells

1
+$615K
2
+$505K
3
+$385K
4
PNR icon
Pentair
PNR
+$324K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$322K

Sector Composition

1 Consumer Discretionary 28.7%
2 Technology 14.59%
3 Healthcare 12.73%
4 Industrials 8.92%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$374 0.05%
4,470
-4,350
152
$370 0.05%
2,914
+185
153
$367 0.05%
13,500
154
$365 0.05%
4,064
155
$359 0.05%
3,284
156
$352 0.05%
10,200
157
$348 0.05%
2,139
158
$344 0.05%
7,090
159
$321 0.05%
26,663
160
$304 0.04%
7,700
161
$301 0.04%
5,950
-32,800
162
$295 0.04%
4,800
+600
163
$284 0.04%
5,600
164
$280 0.04%
8,653
-299
165
$275 0.04%
6,780
166
$273 0.04%
10,084
167
$269 0.04%
4,200
-6,100
168
$259 0.04%
6,143
-3,827
169
$254 0.04%
5,425
170
$250 0.04%
6,888
171
$241 0.03%
3,214
172
$235 0.03%
5,850
+1
173
$234 0.03%
3,000
-435
174
$222 0.03%
+2,704
175
$221 0.03%
+5,700
4 5 6
7
8