MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
-11.65%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$504M
AUM Growth
+$504M
(-28%)
Cap. Flow
-$102M
Cap. Flow
% of AUM
-20.15%
Top 10 Holdings %
Top 10 Hldgs %
29.54%
Holding
194
New
3
Increased
27
Reduced
116
Closed
23
Top Buys
| 1 |
Cigna
CI
|
$2.33M |
| 2 |
Enterprise Products Partners
EPD
|
$2.05M |
| 3 |
International Flavors & Fragrances
IFF
|
$589K |
| 4 |
TJX Companies
TJX
|
$487K |
| 5 |
Target
TGT
|
$256K |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$13.5M |
| 2 |
Goldman Sachs
GS
|
$8.62M |
| 3 |
ESRX
Express Scripts Holding Company
ESRX
|
$7.59M |
| 4 |
Albemarle
ALB
|
$6.59M |
| 5 |
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% |
