MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
-0.88%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$576M
AUM Growth
+$576M
(-28%)
Cap. Flow
-$208M
Cap. Flow
% of AUM
-36.12%
Top 10 Holdings %
Top 10 Hldgs %
24.44%
Holding
201
New
9
Increased
89
Reduced
44
Closed
9
Top Buys
| 1 |
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
|
$10.5M |
| 2 |
ConocoPhillips
COP
|
$2.19M |
| 3 |
Apple
AAPL
|
$1.73M |
| 4 |
Amgen
AMGN
|
$1.04M |
| 5 |
Charles Schwab
SCHW
|
$584K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$203M |
| 2 |
Medtronic
MDT
|
$11M |
| 3 |
XIV
VelocityShares Daily Inverse VIX Short Term ETN
XIV
|
$6.45M |
| 4 |
Viatris
VTRS
|
$3.8M |
| 5 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$1.28M |
Sector Composition
| 1 | Technology | 18.06% |
| 2 | Healthcare | 13.88% |
| 3 | Financials | 11.08% |
| 4 | Industrials | 9.92% |
| 5 | Consumer Discretionary | 9.05% |