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
$702M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.58M
3
+$4.45M
4
LYB icon
LyondellBasell Industries
LYB
+$3.34M
5
NOC icon
Northrop Grumman
NOC
+$1.67M

Top Sells

1
+$4.96M
2
+$3.76M
3
+$2.84M
4
AMGN icon
Amgen
AMGN
+$2.68M
5
ORCL icon
Oracle
ORCL
+$1.42M

Sector Composition

1 Technology 21.7%
2 Healthcare 21.42%
3 Financials 11.65%
4 Industrials 8.6%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$394K 0.06%
+10,500
152
$371K 0.05%
3,045
153
$366K 0.05%
2,824
154
$358K 0.05%
10,000
-2,000
155
$356K 0.05%
10,002
156
$312K 0.04%
1,770
-478
157
$308K 0.04%
4,214
+14
158
$289K 0.04%
6,908
+60
159
$285K 0.04%
4,184
-816
160
$279K 0.04%
2,113
+24
161
$276K 0.04%
+1,700
162
$270K 0.04%
18,766
163
$261K 0.04%
+3,625
164
$258K 0.04%
1,072
165
$238K 0.03%
+1,320
166
$237K 0.03%
4,380
+23
167
$236K 0.03%
805
168
$235K 0.03%
5,460
-396
169
$231K 0.03%
+2,154
170
$225K 0.03%
32,000
-36,000
171
$224K 0.03%
+1,075
172
$221K 0.03%
5,945
173
$220K 0.03%
2,600
174
$217K 0.03%
+4,050
175
$215K 0.03%
3,241
+27
4 5 6
7
8