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
$692K
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.43K
2
+$1.19K
3
+$1.06K
4
SNA icon
Snap-on
SNA
+$981
5
CSCO icon
Cisco
CSCO
+$824

Top Sells

1
+$615K
2
+$505K
3
+$385K
4
PNR icon
Pentair
PNR
+$324K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$322K

Sector Composition

1 Consumer Discretionary 28.7%
2 Technology 14.59%
3 Healthcare 12.73%
4 Industrials 8.92%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$220 0.03%
+3,524
177
$217 0.03%
17,087
178
$216 0.03%
1,575
179
$216 0.03%
46,350
180
$215 0.03%
25,092
+72
181
$214 0.03%
3,285
-600
182
$211 0.03%
2,969
-866
183
$205 0.03%
15,200
184
– –
-3,000
185
– –
-14,210
186
– –
-4,909
187
– –
-10,000
188
– –
-5,107
189
– –
-2,555
190
– –
-9,753
191
– –
-7,684
192
– –
-1,255
193
– –
-10,000
194
– –
-561
195
– –
-8,075
196
– –
-2,200
4 5 6 7
8