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
$538M
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$1.75M
3
+$1.37M
4
ALR
Alere Inc
ALR
+$1.21M
5
ENDP
Endo International plc
ENDP
+$1.06M

Top Sells

1
+$5.07M
2
+$2.87M
3
+$920K
4
IBM icon
IBM
IBM
+$629K
5
DUK icon
Duke Energy
DUK
+$524K

Sector Composition

1 Technology 18.19%
2 Healthcare 18.02%
3 Industrials 11.6%
4 Consumer Staples 10.81%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$353K 0.07%
10,200
152
$353K 0.07%
3,284
153
$347K 0.06%
26,663
154
$342K 0.06%
9,100
-2,900
155
$338K 0.06%
11,500
-600
156
$307K 0.06%
46,350
157
$304K 0.06%
7,700
158
$276K 0.05%
13,500
159
$273K 0.05%
6,780
160
$272K 0.05%
5,700
161
$271K 0.05%
10,084
162
$270K 0.05%
5,935
+85
163
$259K 0.05%
5,100
-325
164
$258K 0.05%
+12,864
165
$257K 0.05%
6,888
166
$250K 0.05%
3,000
167
$232K 0.04%
4,200
-600
168
$223K 0.04%
17,087
169
$221K 0.04%
3,214
170
$221K 0.04%
+2,805
171
$219K 0.04%
25,164
+72
172
$217K 0.04%
3,285
173
$214K 0.04%
4,200
174
$208K 0.04%
3,524
175
$205K 0.04%
+3,350
4 5 6
7
8