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
$644M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$5.64M
3
+$3.26M
4
LYB icon
LyondellBasell Industries
LYB
+$2.27M
5
IBM icon
IBM
IBM
+$1.17M

Top Sells

1
+$4.11M
2
+$2.79M
3
+$2.38M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.96M
5
DUK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$57K 0.01%
+16,000
177
$43K 0.01%
+160
178
$23K ﹤0.01%
+38
179
$10K ﹤0.01%
+42
180
– –
-3,350
181
– –
-1,075
182
– –
-3,724
183
– –
-3,214
184
– –
-6,888
185
– –
-5,595
186
– –
-2,600
187
– –
-50,400
188
– –
-7,650
189
– –
-5,570
190
– –
-15,900
191
– –
-94,938
4 5 6 7
8