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
$472M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.45M
3
+$1.34M
4
LYB icon
LyondellBasell Industries
LYB
+$993K
5
GS icon
Goldman Sachs
GS
+$733K

Top Sells

1
+$4.25M
2
+$4.15M
3
+$3.97M
4
UPS icon
United Parcel Service
UPS
+$3.8M
5
CAT icon
Caterpillar
CAT
+$3.71M

Sector Composition

1 Technology 27.57%
2 Healthcare 20.22%
3 Consumer Staples 10.53%
4 Financials 10.32%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$200K 0.04%
+2,075
152
$190K 0.04%
18,766
153
$186K 0.04%
10,999
154
$179K 0.04%
10,000
-5,000
155
$127K 0.03%
10,600
-450
156
$107K 0.02%
+11,890
157
$12K ﹤0.01%
12,000
158
– –
-5,800
159
– –
-5,800
160
– –
-3,214
161
– –
-4,050
162
– –
-10,000
163
– –
-14,805
164
– –
-7,590
165
– –
-1,800
166
– –
-7,695
167
– –
-175,900
168
– –
-4,104
169
– –
-56,210
170
– –
-1,802
171
– –
-708
172
– –
-1,633
173
– –
-2,500
174
– –
-5,570
175
– –
-5,050
4 5 6
7
8