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
101
– –
-31,289
102
– –
-7
103
– –
-10
104
– –
-272
105
– –
-1,007
106
– –
-44
107
– –
-118
108
– –
-24
109
– –
0
110
– –
-624
111
– –
-699
112
– –
-1,408
113
– –
-102
114
– –
-270
115
– –
-1,392
116
– –
-888
117
– –
-41,830
118
– –
-458
119
– –
-122
120
– –
-107
121
– –
-660
122
– –
-67
123
– –
-15
124
– –
-3,611
125
– –
-150
3 4
5
6 7