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
$524M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.2M
3
+$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
RIG icon
Transocean
RIG
+$2.68M

Top Sells

1
+$3.23M
2
+$3.18M
3
+$2.21M
4
CB
CHUBB CORPORATION
CB
+$470K
5
LMT icon
Lockheed Martin
LMT
+$449K

Sector Composition

1 Technology 16.54%
2 Healthcare 14.89%
3 Industrials 11.51%
4 Financials 11.21%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 3.27%
403,874
+15,310
2
$15.7M 3%
148,791
+1,172
3
$15M 2.86%
184,995
+4,322
4
$12.9M 2.46%
416,124
+7,008
5
$12.8M 2.44%
161,028
+2,652
6
$12.6M 2.4%
218,363
+51,391
7
$11.5M 2.19%
90,960
-2,980
8
$9.73M 1.86%
240,115
+4,301
9
$9.46M 1.81%
1,609
10
$9.37M 1.79%
377,143
-1,450
11
$9.27M 1.77%
80,500
+2,300
12
$9.16M 1.75%
87,700
-3,500
13
$9.13M 1.74%
392,840
+12,516
14
$9.08M 1.73%
95,726
+4,300
15
$8.86M 1.69%
106,900
+9,450
16
$8.8M 1.68%
138,016
17
$8.45M 1.61%
271,480
-4,256
18
$7.84M 1.5%
46,855
+25,104
19
$7.72M 1.47%
71,050
-2,784
20
$7.63M 1.46%
93,353
+3,168
21
$7.55M 1.44%
101,726
+14,800
22
$7.37M 1.41%
118,552
-421
23
$6.95M 1.33%
140,527
+16,002
24
$6.93M 1.32%
153,925
+59,550
25
$6.87M 1.31%
164,667
+17,063
1
2 3 4 5