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
$644M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$5.64M
3
+$3.26M
4
LYB icon
LyondellBasell Industries
LYB
+$2.27M
5
IBM icon
IBM
IBM
+$1.17M

Top Sells

1
+$4.11M
2
+$2.79M
3
+$2.38M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.96M
5
DUK icon
Duke Energy
DUK
+$1.95M

Sector Composition

1 Healthcare 20.98%
2 Technology 20.17%
3 Financials 12.36%
4 Industrials 9.1%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$382K 0.06%
3,192
152
$378K 0.06%
1,572
+407
153
$370K 0.06%
5,000
-1,000
154
$362K 0.06%
5,100
-4,600
155
$358K 0.06%
+14,000
156
$347K 0.05%
10,002
157
$340K 0.05%
+3,530
158
$325K 0.05%
3,045
-300
159
$319K 0.05%
10,000
160
$280K 0.04%
6,848
161
$260K 0.04%
14,000
162
$250K 0.04%
18,766
163
$244K 0.04%
5,855
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164
$242K 0.04%
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165
$238K 0.04%
7,500
166
$238K 0.04%
4,989
-2,877
167
$229K 0.04%
2,089
-200
168
$214K 0.03%
805
169
$207K 0.03%
+4,104
170
$201K 0.03%
+6,000
171
$198K 0.03%
48,350
-2,000
172
$171K 0.03%
15,430
-900
173
$132K 0.02%
+12,000
174
$84K 0.01%
12,000
-7,000
175
$76K 0.01%
+2,353
4 5 6
7
8