MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
+2.06%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$538M
AUM Growth
+$538M
(+77,634%)
Cap. Flow
+$8.71M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
25%
Holding
190
New
7
Increased
58
Reduced
68
Closed
12
Top Buys
| 1 |
Kimberly-Clark
KMB
|
$5.43M |
| 2 |
LyondellBasell Industries
LYB
|
$1.75M |
| 3 |
Bausch Health
BHC
|
$1.37M |
| 4 |
ALR
Alere Inc
ALR
|
$1.21M |
| 5 |
ENDP
Endo International plc
ENDP
|
$1.06M |
Top Sells
| 1 |
Aflac
AFL
|
$5.07M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$2.87M |
| 3 |
General Mills
GIS
|
$920K |
| 4 |
IBM
IBM
|
$629K |
| 5 |
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% |
