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
$605M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.17M
3
+$2.05M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.8M
5
ROP icon
Roper Technologies
ROP
+$1.78M

Top Sells

1
+$2.52M
2
+$1.54M
3
+$1.35M
4
SNA icon
Snap-on
SNA
+$1.23M
5
DRI icon
Darden Restaurants
DRI
+$1M

Sector Composition

1 Healthcare 18.93%
2 Technology 17.5%
3 Financials 12.95%
4 Industrials 10.61%
5 Consumer Staples 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-3,350
177
– –
-68,000
178
– –
-9,067
179
– –
-3,339
180
– –
-6,925
181
– –
-7,300
182
– –
-25,650
183
– –
-3,200
184
– –
-7,000
4 5 6 7
8