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
$644M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$5.64M
3
+$3.26M
4
LYB icon
LyondellBasell Industries
LYB
+$2.27M
5
IBM icon
IBM
IBM
+$1.17M

Top Sells

1
+$4.11M
2
+$2.79M
3
+$2.38M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.96M
5
DUK icon
Duke Energy
DUK
+$1.95M

Sector Composition

1 Healthcare 20.98%
2 Technology 20.17%
3 Financials 12.36%
4 Industrials 9.1%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 4.21%
645,660
+77,752
2
$23.9M 3.71%
142,050
+106,195
3
$20.8M 3.24%
189,573
-360
4
$19.3M 3%
113,336
-633
5
$18.3M 2.84%
351,654
-2,087
6
$17.1M 2.66%
67,876
+70
7
$16.4M 2.55%
378,109
-233
8
$15.9M 2.47%
287,271
-939
9
$15.7M 2.44%
367,030
-45,100
10
$15.3M 2.38%
190,656
11
$15.1M 2.34%
200,235
-2,900
12
$13.5M 2.1%
128,000
+21,450
13
$13.3M 2.06%
126,637
-4,088
14
$12.3M 1.92%
65,479
-2,500
15
$12.3M 1.91%
69,125
-1,200
16
$11.4M 1.76%
77,040
-3,675
17
$10.8M 1.68%
67,275
-1,550
18
$10.5M 1.64%
115,497
-2,223
19
$10.5M 1.63%
81,615
-4,119
20
$9.96M 1.55%
133,424
+1,053
21
$9.47M 1.47%
35,985
+1,178
22
$8.93M 1.39%
41,739
-4,696
23
$8.46M 1.31%
96,446
+600
24
$7.99M 1.24%
167,002
+1,528
25
$7.98M 1.24%
84,264
-43,388
1
2 3 4 5