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
$692K
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.43K
2
+$1.19K
3
+$1.06K
4
SNA icon
Snap-on
SNA
+$981
5
CSCO icon
Cisco
CSCO
+$824

Top Sells

1
+$615K
2
+$505K
3
+$385K
4
PNR icon
Pentair
PNR
+$324K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$322K

Sector Composition

1 Consumer Discretionary 28.7%
2 Technology 14.59%
3 Healthcare 12.73%
4 Industrials 8.92%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$158K 22.85%
2,000
-2,000
2
$17.6K 2.55%
380,411
-1,492
3
$17.2K 2.49%
632,360
-40,840
4
$14.2K 2.05%
134,395
-4,550
5
$13.5K 1.96%
418,195
+12,708
6
$13.2K 1.91%
86,886
+3,940
7
$12K 1.74%
203,387
+6,989
8
$11.7K 1.7%
412,552
+28,960
9
$11.7K 1.69%
74,276
-50
10
$11.6K 1.68%
77,684
+7,100
11
$11.2K 1.61%
83,659
-88,190
12
$10.6K 1.53%
141,030
-1,100
13
$9.33K 1.35%
101,605
+4,701
14
$9.12K 1.32%
112,475
+8,825
15
$8.43K 1.22%
164,842
+8,700
16
$8.42K 1.22%
266,640
-3,400
17
$8.25K 1.19%
201,675
-2,398
18
$8.2K 1.18%
101,577
+1,550
19
$7.92K 1.15%
143,493
-320
20
$7.73K 1.12%
37,606
-42
21
$7.7K 1.11%
49,026
+1,800
22
$7.67K 1.11%
77,211
-393
23
$7.48K 1.08%
98,691
24
$7.39K 1.07%
88,363
+9,394
25
$7.26K 1.05%
59,152
-2,349
1
2 3 4 5