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
$1.9M
AUM Growth
-$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$2.27K
2
+$1.83K
3
+$811
4
EBAY icon
eBay
EBAY
+$752
5
O icon
Realty Income
O
+$730

Top Sells

1
+$2M
2
+$1.52M
3
+$626K
4
WLT
WALTER ENERGY INC COM STK (DE)
WLT
+$311K
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$228K

Sector Composition

1 Healthcare 48.23%
2 Financials 33.49%
3 Technology 4.23%
4 Industrials 2.84%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$849K 44.66%
12,474
-3,350
2
$589K 30.98%
5,122
3
$16K 0.84%
387,216
+2,808
4
$15.5K 0.81%
176,680
-3,194
5
$15K 0.79%
142,294
-3,695
6
$12.7K 0.67%
171,575
-3,300
7
$10.7K 0.56%
411,786
-2,650
8
$9.35K 0.49%
116,400
-1,000
9
$9.26K 0.49%
68,942
-1,779
10
$9.18K 0.48%
274,934
+302
11
$9.13K 0.48%
238,513
+21,201
12
$8.58K 0.45%
382,386
+16,536
13
$8.35K 0.44%
92,026
-2,100
14
$8.19K 0.43%
1,595
+118
15
$7.71K 0.41%
384,608
-102,816
16
$7.53K 0.4%
128,774
-7,300
17
$7.48K 0.39%
121,185
-2,632
18
$7.17K 0.38%
150,023
-1,258
19
$7.15K 0.38%
78,767
+3,621
20
$6.64K 0.35%
94,200
+4,600
21
$6.6K 0.35%
87,604
+2,500
22
$6.2K 0.33%
61,247
+5,503
23
$6.16K 0.32%
89,226
+9,985
24
$6.01K 0.32%
50,500
-1,500
25
$5.99K 0.31%
33,397
-1,098
1
2 3 4 5