MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
+8.98%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$702M
AUM Growth
+$702M
(+8.9%)
Cap. Flow
+$2.08M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
29.55%
Holding
197
New
14
Increased
64
Reduced
72
Closed
6
Top Buys
| 1 |
Caterpillar
CAT
|
$4.61M |
| 2 |
Micron Technology
MU
|
$4.58M |
| 3 |
Broadcom
AVGO
|
$4.45M |
| 4 |
LyondellBasell Industries
LYB
|
$3.34M |
| 5 |
Northrop Grumman
NOC
|
$1.67M |
Top Sells
| 1 |
Kimberly-Clark
KMB
|
$4.96M |
| 2 |
AGN
Allergan plc
AGN
|
$3.76M |
| 3 |
Apple
AAPL
|
$2.84M |
| 4 |
Amgen
AMGN
|
$2.68M |
| 5 |
Oracle
ORCL
|
$1.42M |
Sector Composition
| 1 | Technology | 21.7% |
| 2 | Healthcare | 21.42% |
| 3 | Financials | 11.65% |
| 4 | Industrials | 8.6% |
| 5 | Consumer Staples | 7.36% |
