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
$472M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.45M
3
+$1.34M
4
LYB icon
LyondellBasell Industries
LYB
+$993K
5
GS icon
Goldman Sachs
GS
+$733K

Top Sells

1
+$4.25M
2
+$4.15M
3
+$3.97M
4
UPS icon
United Parcel Service
UPS
+$3.8M
5
CAT icon
Caterpillar
CAT
+$3.71M

Sector Composition

1 Technology 27.57%
2 Healthcare 20.22%
3 Consumer Staples 10.53%
4 Financials 10.32%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.7M 6.09%
451,580
+5,168
2
$18.4M 3.91%
73,872
-15,935
3
$18.4M 3.9%
339,779
-26,548
4
$16M 3.38%
672,770
+56,600
5
$15.8M 3.36%
357,705
+2,850
6
$15.6M 3.31%
173,653
-920
7
$14.5M 3.07%
91,764
+1,471
8
$14M 2.97%
49,102
-17
9
$13.9M 2.94%
352,800
-65,226
10
$12.3M 2.62%
182,350
-903
11
$11.1M 2.36%
59,648
+531
12
$9.93M 2.11%
48,988
-20,488
13
$9.66M 2.05%
103,453
-40,632
14
$8.45M 1.79%
93,697
-3,285
15
$8.22M 1.74%
95,589
+593
16
$8.18M 1.73%
49,130
-1,555
17
$8.04M 1.7%
161,950
+20,005
18
$7.99M 1.69%
51,705
+4,744
19
$7.35M 1.56%
63,320
-31,950
20
$6.9M 1.46%
92,335
-2,751
21
$6.64M 1.41%
36,860
-653
22
$6.54M 1.39%
67,683
+15,043
23
$6.42M 1.36%
108,121
+7,864
24
$6.29M 1.33%
57,205
+1,201
25
$6.28M 1.33%
82,427
-866
1
2 3 4 5