MIM

Marshall Investment Management Portfolio holdings

AUM $161M
AUM
$161M
AUM Growth
-$8.73M
Cap. Flow
-$3.61M
Cap. Flow %
-2.24%
Top 10 Hldgs %
40.69%
Holding
256
New
117
Increased
59
Reduced
54
Closed
4

Top Buys

1
$10M
2
$4.42M
3
$4.31M
4
$3.84M
5
$3.82M

Top Sells

1
$7.8M
2
$5.1M
3
$4.62M
4
$4.3M
5
$3.85M

Sector Composition

1Technology10.49%
2Financials8.5%
3Communication Services4.69%
4Healthcare4.08%
5Consumer Discretionary3.21%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.09K0%16 New
+$1.09K
$9890%15 New
+$989
$9870%3 New
+$987
$7340%7 New
+$734
$7160%25 New
+$716
$6550%24 New
+$655
$6210%26 New
+$621
$6170%15 New
+$617
$5150%30 New
+$515
$4980%11 New
+$498
$3750%4 New
+$375
$3470%2 New
+$347
$3230%2 New
+$323
$3040%5 New
+$304
$2990%5 New
+$299
$2630%100 New
+$263
$2610%30 New
+$261
$2310%23 New
+$231
$1740%3 New
+$174
$1470%23 New
+$147
$1020%1 New
+$102
$510%1 New
+$51
$410%1 New
+$41
$00%0
-5,764
 Closed –
$00%0
-552
 Closed –
1 7891011