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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
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4 5
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