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
$605M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.17M
3
+$2.05M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.8M
5
ROP icon
Roper Technologies
ROP
+$1.78M

Top Sells

1
+$2.52M
2
+$1.54M
3
+$1.35M
4
SNA icon
Snap-on
SNA
+$1.23M
5
DRI icon
Darden Restaurants
DRI
+$1M

Sector Composition

1 Healthcare 18.93%
2 Technology 17.5%
3 Financials 12.95%
4 Industrials 10.61%
5 Consumer Staples 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$403K 0.07%
4,292
152
$382K 0.06%
3,500
+500
153
$381K 0.06%
+7,000
154
$352K 0.06%
10,002
155
$344K 0.06%
6,627
156
$336K 0.06%
5,183
-185
157
$328K 0.05%
45,350
158
$296K 0.05%
3,205
159
$291K 0.05%
6,888
160
$286K 0.05%
3,524
161
$286K 0.05%
5,700
162
$267K 0.04%
3,370
163
$264K 0.04%
1,575
-10
164
$256K 0.04%
5,938
+1
165
$254K 0.04%
6,530
166
$253K 0.04%
1,165
167
$252K 0.04%
10,000
168
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9,943
169
$246K 0.04%
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170
$240K 0.04%
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171
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+9,975
172
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4,900
173
$232K 0.04%
1,874
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174
$218K 0.04%
15,766
175
$216K 0.04%
3,200
4 5 6
7
8