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
$558M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.77M
3
+$2.46M
4
GILD icon
Gilead Sciences
GILD
+$2.42M
5
XIV
VelocityShares Daily Inverse VIX Short Term ETN
XIV
+$1.12M

Top Sells

1
+$4.03M
2
+$2.11M
3
+$1.85M
4
MDT icon
Medtronic
MDT
+$1.66M
5
WDC icon
Western Digital
WDC
+$972K

Sector Composition

1 Technology 19.07%
2 Healthcare 18.26%
3 Industrials 10.75%
4 Financials 10.68%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$207K 0.04%
+1,506
177
$204K 0.04%
+7,976
178
$204K 0.04%
6,178
+36
179
$204K 0.04%
2,385
180
$204K 0.04%
+1,165
181
– –
-3,350
182
– –
-3,100
183
– –
-86,890
184
– –
-2,805
185
– –
-4,200
186
– –
-27,204
187
– –
-20,550
188
– –
-21,455
189
– –
-3,285
4 5 6 7
8