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
$504M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.05M
3
+$589K
4
TGT icon
Target
TGT
+$256K
5
SLB icon
SLB Ltd
SLB
+$243K

Top Sells

1
+$13.5M
2
+$8.62M
3
+$7.59M
4
ALB icon
Albemarle
ALB
+$6.58M
5
GILD icon
Gilead Sciences
GILD
+$6.35M

Sector Composition

1 Technology 21.43%
2 Healthcare 18.57%
3 Financials 11.32%
4 Consumer Staples 9.71%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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193
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-79,855
194
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8