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
$506M
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.59M
3
+$2.27M
4
AMGN icon
Amgen
AMGN
+$2.17M
5
KMB icon
Kimberly-Clark
KMB
+$1.64M

Top Sells

1
+$12.1M
2
+$5.34M
3
+$4.88M
4
AXP icon
American Express
AXP
+$1.82M
5
DD
Du Pont De Nemours E I
DD
+$1.14M

Sector Composition

1 Technology 19.44%
2 Healthcare 14.99%
3 Financials 11.64%
4 Industrials 9.98%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$213K 0.04%
1,575
177
$213K 0.04%
2,703
+1
178
$211K 0.04%
5,425
-300
179
$207K 0.04%
17,087
180
$206K 0.04%
15,200
181
$202K 0.04%
5,100
182
$201K 0.04%
+3,285
183
$200K 0.04%
3,524
184
$143K 0.03%
+22,027
185
– –
-2,527
186
– –
-2,200
187
– –
-7,337
188
– –
-10,600
189
– –
-7,500
190
– –
-996
191
– –
-3,016
192
– –
-2,566
193
– –
-5,000
194
– –
-3,202
195
– –
-1,100
196
– –
-13,000
197
– –
-52,100
198
– –
-61,665
199
– –
-18,471
200
– –
-3,995
5 6 7
8
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