MIM
Marshall Investment Management Portfolio holdings
AUM $161M
AUM
$161M
AUM Growth
-$8.73M (-5%)
Cap. Flow
-$3.61M
Cap. Flow % of AUM
-2.24%
Top 10 Holdings %Top 10 Hldgs %
40.69%
Holding
256
New
117
Increased
59
Reduced
54
Closed
4
Top Buys
| 1 | $10M | |
| 2 | $4.42M | |
| 3 | $4.31M | |
| 4 | $3.84M | |
| 5 | $3.82M |
Top Sells
| 1 | $7.8M | |
| 2 | $5.1M | |
| 3 | $4.62M | |
| 4 | $4.3M | |
| 5 | $3.85M |
Sector Composition
| 1 | Technology | 10.49% |
| 2 | Financials | 8.5% |
| 3 | Communication Services | 4.69% |
| 4 | Healthcare | 4.08% |
| 5 | Consumer Discretionary | 3.21% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $15.8K | 0.01% | 150 -191 | -56% | -$20.1K | |||
| $15.7K | 0.01% | 169 | New | +$15.7K | |||
| $15.6K | 0.01% | 30 -21 | -41% | -$10.9K | |||
| $15K | 0.01% | 100 | New | +$15K | |||
| $14.1K | 0.01% | 518 | New | +$14.1K | |||
| $13.8K | 0.01% | 480 | New | +$13.8K | |||
| $13.8K | 0.01% | 349 | New | +$13.8K | |||
| $13.6K | 0.01% | 1,165 | – | – | |||
| $12.9K | 0.01% | 95 | New | +$12.9K | |||
| $12.9K | 0.01% | 82 | New | +$12.9K | |||
| $12.2K | 0.01% | 620 | New | +$12.2K | |||
| $11.4K | 0.01% | 161 | New | +$11.4K | |||
| $11.1K | 0.01% | 274 -114,314 | -100% | -$4.62M | |||
| $11K | 0.01% | 265 | New | +$11K | |||
| $10.8K | 0.01% | 355 | New | +$10.8K | |||
| $9.78K | 0.01% | 101 | New | +$9.78K | |||
| $9.77K | 0.01% | 101 -6,708 | -99% | -$649K | |||
| $9.35K | 0.01% | 660 | New | +$9.35K | |||
| $8.91K | 0.01% | 122 | New | +$8.91K | |||
| $8.6K | 0.01% | 414 | New | +$8.6K | |||
| $8.23K | 0.01% | 100 | New | +$8.23K | |||
| $7.52K | 0% | 160 | New | +$7.52K | |||
| $7.41K | 0% | 560 -661 | -54% | -$8.75K | |||
| $7.16K | 0% | 300 | New | +$7.16K | |||
| $7K | 0% | 105 | New | +$7K |
