MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
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
+$2.55M
2
+$2.23M
3
+$607K
4
SLB icon
SLB Ltd
SLB
+$332K
5
TGT icon
Target
TGT
+$298K

Top Sells

1
+$16.6M
2
+$10.4M
3
+$7.59M
4
GILD icon
Gilead Sciences
GILD
+$7.1M
5
ALB icon
Albemarle
ALB
+$6.58M

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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8