MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.69M
3
+$2.48M
4
LYB icon
LyondellBasell Industries
LYB
+$2.35M
5
XIV
VelocityShares Daily Inverse VIX Short Term ETN
XIV
+$1.03M

Top Sells

1
+$21.9M
2
+$4.03M
3
+$2.11M
4
UPS icon
United Parcel Service
UPS
+$1.85M
5
MDT icon
Medtronic
MDT
+$1.68M

Sector Composition

1 Technology 19.07%
2 Healthcare 18.26%
3 Industrials 10.75%
4 Financials 10.68%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.1M 3.42%
674,924
+15,368
2
$16.3M 2.93%
385,989
-4,748
3
$15.2M 2.73%
402,991
-9,593
4
$13.7M 2.45%
205,353
+856
5
$13.5M 2.41%
80,674
-855
6
$13.2M 2.36%
415,137
+6,655
7
$12.6M 2.25%
88,411
+1,735
8
$12.4M 2.23%
113,695
-16,900
9
$12.3M 2.2%
120,200
+5,125
10
$12M 2.14%
174,462
+6,570
11
$11.1M 1.98%
72,452
-1,500
12
$10.8M 1.95%
137,109
+30,552
13
$10.1M 1.81%
117,148
-19,226
14
$9.97M 1.79%
77,490
-4,425
15
$9.21M 1.65%
114,200
+30,450
16
$9.11M 1.63%
56,274
+1,000
17
$8.2M 1.47%
142,422
-15
18
$8.19M 1.47%
58,531
-522
19
$8.16M 1.46%
93,483
+2,741
20
$8.07M 1.45%
69,300
+29,800
21
$7.99M 1.43%
89,956
+4,569
22
$7.85M 1.41%
98,100
+2,634
23
$7.8M 1.4%
86,961
-309
24
$7.71M 1.38%
35,667
-939
25
$7.61M 1.36%
193,657
-5,519
1
2 3 4 5