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
$538M
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$1.75M
3
+$1.37M
4
ALR
Alere Inc
ALR
+$1.21M
5
ENDP
Endo International plc
ENDP
+$1.06M

Top Sells

1
+$5.07M
2
+$2.87M
3
+$920K
4
IBM icon
IBM
IBM
+$629K
5
DUK icon
Duke Energy
DUK
+$524K

Sector Composition

1 Technology 18.19%
2 Healthcare 18.02%
3 Industrials 11.6%
4 Consumer Staples 10.81%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 3.29%
390,737
+10,326
2
$15.8M 2.93%
659,556
+27,196
3
$14.1M 2.62%
130,595
-3,800
4
$13.5M 2.52%
412,584
-5,611
5
$13.1M 2.43%
86,676
-210
6
$12.7M 2.36%
204,497
+1,110
7
$12.4M 2.31%
81,529
+3,845
8
$11.8M 2.2%
136,374
-4,656
9
$11.7M 2.18%
408,482
-4,070
10
$11.6M 2.16%
73,952
-324
11
$10.5M 1.94%
81,915
-1,744
12
$9.02M 1.68%
115,075
+2,600
13
$8.99M 1.67%
167,892
+3,050
14
$8.89M 1.65%
106,557
+4,952
15
$8.51M 1.58%
90,742
+2,379
16
$8.34M 1.55%
59,053
-99
17
$8.21M 1.53%
55,274
+6,248
18
$8.19M 1.52%
95,466
-6,111
19
$8.15M 1.52%
199,176
-2,499
20
$7.81M 1.45%
98,691
21
$7.67M 1.43%
36,606
-1,000
22
$7.64M 1.42%
78,079
+868
23
$7.49M 1.39%
54,473
+39,500
24
$7.39M 1.37%
87,270
-375
25
$7.29M 1.36%
142,437
-1,056
1
2 3 4 5