We are live on ! Find out more
MIM

Marshall Investment Management Portfolio holdings

AUM $208M
1-Year Est. Return 30.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$471K
2
+$390K
3
+$162K
4
WEC icon
WEC Energy
WEC
+$3.83K
5
GS icon
Goldman Sachs
GS
+$579

Top Sells

1
+$9.77M
2
+$9.4M
3
+$7.64M
4
MSFT icon
Microsoft
MSFT
+$5.91M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.34M

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
76
– –
-699
77
– –
-2,384
78
– –
-2
79
– –
-2,751
80
– –
-948
81
– –
-24
82
– –
-6
83
– –
-30
84
– –
-2
85
– –
-4,110
86
– –
-11
87
– –
-53,815
88
– –
-25
89
– –
-40
90
– –
-25,951
91
– –
-1,233
92
– –
-15,010
93
– –
-101
94
– –
-3,242
95
– –
-101
96
– –
-28,294
97
– –
-31
98
– –
-225
99
– –
-121
100
– –
-24,362
2 3
4
5 6