MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
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
+$2.05M
3
+$1.95M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.77M
5
XOM icon
Exxon Mobil
XOM
+$1.71M

Top Sells

1
+$25M
2
+$2.29M
3
+$1.54M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.32M
5
SNA icon
Snap-on
SNA
+$1.23M

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%
10,366
-370
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
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164
$256K 0.04%
5,938
+1
165
$254K 0.04%
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166
$253K 0.04%
1,165
167
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10,000
168
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169
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170
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171
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172
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173
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1,874
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174
$218K 0.04%
15,766
175
$216K 0.04%
3,200
4 5 6
7
8