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
$702M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.58M
3
+$4.45M
4
LYB icon
LyondellBasell Industries
LYB
+$3.34M
5
NOC icon
Northrop Grumman
NOC
+$1.67M

Top Sells

1
+$4.96M
2
+$3.76M
3
+$2.84M
4
AMGN icon
Amgen
AMGN
+$2.68M
5
ORCL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$214K 0.03%
+3,050
177
$209K 0.03%
7,500
178
$209K 0.03%
+2,302
179
$208K 0.03%
+3,350
180
$208K 0.03%
+2,875
181
$201K 0.03%
4,104
182
$201K 0.03%
+1,224
183
$172K 0.02%
10,000
-2,000
184
$144K 0.02%
42,350
-5,000
185
$130K 0.02%
14,096
-1,034
186
$87K 0.01%
+2,700
187
$86K 0.01%
2,250
188
$62K 0.01%
10,000
-4,000
189
$55K 0.01%
+16,000
190
$24K ﹤0.01%
63
+25
191
$12K ﹤0.01%
42
192
– –
-4,350
193
– –
-3,498
194
– –
-7,650
195
– –
-160
196
– –
-15,900
197
– –
-16,000
4 5 6 7
8