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
$472M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.9M
3
+$1.59M
4
LYB icon
LyondellBasell Industries
LYB
+$1.47M
5
GS icon
Goldman Sachs
GS
+$1.01M

Top Sells

1
+$4.48M
2
+$4.39M
3
+$4.25M
4
UPS icon
United Parcel Service
UPS
+$4.21M
5
CAT icon
Caterpillar
CAT
+$4.08M

Sector Composition

1 Technology 27.57%
2 Healthcare 20.22%
3 Consumer Staples 10.53%
4 Financials 10.32%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,570
177
– –
-5,050
178
– –
-7,700
179
– –
-150
4 5 6 7
8