MIM
Marshall Investment Management Portfolio holdings
AUM
$21M
This Quarter Return
+0.38%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
-$8.73M
(-5.1%)
Cap. Flow
-$4.02M
Cap. Flow
% of AUM
-2.5%
Top 10 Holdings %
Top 10 Hldgs %
40.69%
Holding
256
New
117
Increased
59
Reduced
54
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 10.49% |
| 2 | Financials | 8.5% |
| 3 | Communication Services | 4.7% |
| 4 | Healthcare | 4.08% |
| 5 | Consumer Discretionary | 3.21% |
