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
$524M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.2M
3
+$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
RIG icon
Transocean
RIG
+$2.68M

Top Sells

1
+$3.23M
2
+$3.18M
3
+$2.21M
4
CB
CHUBB CORPORATION
CB
+$470K
5
LMT icon
Lockheed Martin
LMT
+$449K

Sector Composition

1 Technology 16.54%
2 Healthcare 14.89%
3 Industrials 11.51%
4 Financials 11.21%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$202K 0.04%
+3,214
177
$140K 0.03%
18,650
178
– –
-9,127
179
– –
-16,900
180
– –
-11,320
181
– –
-9,600
182
– –
-2,750
183
– –
-5,762
184
– –
-4,505
185
– –
-4,258
186
– –
-1,916
187
– –
-5,265
4 5 6 7
8