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
$506M
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$3.14M
2 +$2.59M
3 +$2.27M
4
AMGN icon
Amgen
AMGN
+$2.17M
5
KMB icon
Kimberly-Clark
KMB
+$1.64M

Top Sells

1 +$12.1M
2 +$5.34M
3 +$4.88M
4
AXP icon
American Express
AXP
+$1.82M
5
DD
Du Pont De Nemours E I
DD
+$1.14M

Sector Composition

1 Technology 19.44%
2 Healthcare 14.99%
3 Financials 11.64%
4 Industrials 9.98%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-37,500