We are live on ! Find out more
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
176
– –
-150
177
– –
-23
178
– –
-1,858
179
– –
-57,743
180
– –
-140
181
– –
-7,734
182
– –
-381
183
– –
-2,447
184
– –
-5,516
185
– –
-82
186
– –
-7,571
187
– –
-5,749
188
– –
-75
189
– –
-26
190
– –
-1,105
191
– –
-16,716
192
– –
-18,445
193
– –
-560
194
– –
-138
195
– –
-556
196
– –
-5,487
197
– –
-35,453
198
– –
-5
199
– –
-16,135
200
– –
-335
6 7
8
9 10