MIM
Marshall Investment Management Portfolio holdings
AUM
$189M
1-Year Est. Return
26.36%
1 Year Est. Return
+26.36%
AUM
$21M
AUM Growth
-$140M
(-87%)
Holding
253
Top Buys
| 1 | +$500K | |
| 2 | +$440K | |
| 3 | +$173K | |
| 4 |
WEC Energy
WEC
|
+$3.75K |
| 5 |
Goldman Sachs
GS
|
+$709 |
Top Sells
| 1 | +$9.84M | |
| 2 | +$9.4M | |
| 3 | +$8.15M | |
| 4 |
Microsoft
MSFT
|
+$6.77M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.77M |
Sector Composition
| 1 | Technology | 12.02% |
| 2 | Financials | 2.94% |
| 3 | Consumer Discretionary | 2.63% |
| 4 | Energy | 2.58% |
| 5 | Utilities | 2.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Royal Caribbean
RCL
$67.7B
| – | – |
-100
|
|
||
252
RTX Corp
RTX
$231B
| – | – |
-1,408
|
|
||
253
Axon Enterprise
AXON
$43.1B
| – | – |
-8
|
|