MIM

Marshall Investment Management Portfolio holdings

AUM $161M
AUM
$161M
AUM Growth
-$8.73M
Cap. Flow
-$3.61M
Cap. Flow %
-2.24%
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

1Technology10.49%
2Financials8.5%
3Communication Services4.69%
4Healthcare4.08%
5Consumer Discretionary3.21%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$6.49K0%150 New
+$6.49K
$6.29K0%138 New
+$6.29K
$5.9K0%20 New
+$5.9K
$5.9K0%112 New
+$5.9K
$5.47K0%49 New
+$5.47K
$4.94K0%50 New
+$4.94K
$4.91K0%15 New
+$4.91K
$4.88K0%25 New
+$4.88K
$4.63K0%88 New
+$4.63K
$4.61K0%1 New
+$4.61K
$4.57K0%679 New
+$4.57K
$4.34K0%129 New
+$4.34K
$4.21K0%8 New
+$4.21K
$3.91K0%200 New
+$3.91K
$3.88K0%140 New
+$3.88K
$3.66K0%107 New
+$3.66K
$3.54K0%96 New
+$3.54K
$3.42K0%11 New
+$3.42K
$3.41K0%85 New
+$3.41K
$3.41K0%20 New
+$3.41K
$3.38K0%30 New
+$3.38K
$3.28K0%7 New
+$3.28K
$3.22K0%172 New
+$3.22K
$3.08K0%40 New
+$3.08K
$3.05K0%10 New
+$3.05K
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