MIM

Marshall Investment Management Portfolio holdings

AUM $21M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.01%
2 Financials 7.15%
3 Communication Services 4.39%
4 Healthcare 3.82%
5 Consumer Discretionary 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$25.8K 0.02%
+1,090
127
$25.2K 0.01%
+140
128
$24.8K 0.01%
+174
129
$24.1K 0.01%
+406
130
$23.9K 0.01%
+121
131
$23.7K 0.01%
+153
132
$20.1K 0.01%
+296
133
$16.5K 0.01%
+1,221
134
$16.1K 0.01%
+1,600
135
$16K 0.01%
+1,165