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
1
$19.9M 3.94%
172,378
-1,598
2
$18.5M 3.65%
669,892
+114,020
3
$15.4M 3.04%
382,850
-7,306
4
$13.4M 2.65%
135,595
-7,320
5
$12.7M 2.51%
422,116
-1,441
6
$11.1M 2.19%
76,476
-2,718
7
$10.3M 2.03%
85,029
-1,194
8
$10.1M 1.99%
383,035
+3,301
9
$9.91M 1.96%
162,598
+1,300
10
$9.91M 1.96%
71,659
+15,700
11
$9.8M 1.94%
146,351
-5,019
12
$8.65M 1.71%
161,003
+2,556
13
$8.5M 1.68%
156,456
-1,598
14
$8.19M 1.62%
47,130
-1,800
15
$7.92M 1.57%
77,479
+15,500
16
$7.85M 1.55%
270,190
-5,676
17
$7.68M 1.52%
212,572
-21,149
18
$7.32M 1.45%
63,100
-42,030
19
$7.21M 1.42%
37,612
+736
20
$7.18M 1.42%
99,861
-1,659
21
$7.15M 1.41%
224,800
+1,400
22
$7.05M 1.39%
102,256
23
$6.66M 1.32%
76,500
+9,000
24
$6.53M 1.29%
147,610
-4,193
25
$6.52M 1.29%
87,732
+18,417
1
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