MIM

Marshall Investment Management Portfolio holdings

AUM $161M
This Quarter Return
+0.38%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
-$8.73M
Cap. Flow
-$4.02M
Cap. Flow %
-2.5%
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 Services4.7%
4Healthcare4.08%
5Consumer Discretionary3.21%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$6.49K﹤0.01%
+150
 New
+$6.49K
$6.29K﹤0.01%
+138
 New
+$6.29K
$5.9K﹤0.01%
+20
 New
+$5.9K
$5.9K﹤0.01%
+112
 New
+$5.9K
$5.47K﹤0.01%
+49
 New
+$5.47K
$4.94K﹤0.01%
+50
 New
+$4.94K
$4.91K﹤0.01%
+15
 New
+$4.91K
$4.88K﹤0.01%
+25
 New
+$4.88K
$4.63K﹤0.01%
+88
 New
+$4.63K
$4.61K﹤0.01%
+1
 New
+$4.61K
$4.57K﹤0.01%
+679
 New
+$4.57K
$4.34K﹤0.01%
+129
 New
+$4.34K
$4.21K﹤0.01%
+8
 New
+$4.21K
$3.91K﹤0.01%
+200
 New
+$3.91K
$3.88K﹤0.01%
+140
 New
+$3.88K
$3.66K﹤0.01%
+107
 New
+$3.66K
$3.54K﹤0.01%
+96
 New
+$3.54K
$3.42K﹤0.01%
+11
 New
+$3.42K
$3.41K﹤0.01%
+85
 New
+$3.41K
$3.41K﹤0.01%
+20
 New
+$3.41K
$3.38K﹤0.01%
+30
 New
+$3.38K
$3.28K﹤0.01%
+7
 New
+$3.28K
$3.22K﹤0.01%
+172
 New
+$3.22K
$3.08K﹤0.01%
+40
 New
+$3.08K
$3.05K﹤0.01%
+10
 New
+$3.05K
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