MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
-1.95%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$644M
AUM Growth
+$644M
(-1.8%)
Cap. Flow
+$8.4M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
29.5%
Holding
191
New
14
Increased
56
Reduced
81
Closed
12
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
$17.9M |
| 2 |
Albemarle
ALB
|
$5.64M |
| 3 |
Apple
AAPL
|
$3.26M |
| 4 |
Aflac
AFL
|
$2.99M |
| 5 |
LyondellBasell Industries
LYB
|
$2.27M |
Top Sells
| 1 |
AbbVie
ABBV
|
$4.11M |
| 2 |
Johnson & Johnson
JNJ
|
$2.79M |
| 3 |
Wells Fargo
WFC
|
$2.38M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$1.96M |
| 5 |
Duke Energy
DUK
|
$1.95M |
Sector Composition
| 1 | Healthcare | 20.98% |
| 2 | Technology | 20.17% |
| 3 | Financials | 12.36% |
| 4 | Industrials | 9.1% |
| 5 | Consumer Staples | 8.53% |
