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
$3.05K﹤0.01%
+38
 New
+$3.05K
$3.03K﹤0.01%
+15
 New
+$3.03K
$2.79K﹤0.01%
+36
 New
+$2.79K
$2.65K﹤0.01%
+10
 New
+$2.65K
$2.63K﹤0.01%
+75
 New
+$2.63K
$2.39K﹤0.01%
+3
 New
+$2.39K
$2.38K﹤0.01%
+21
 New
+$2.38K
$2.32K﹤0.01%
+13
 New
+$2.32K
$2.29K﹤0.01%
+9
 New
+$2.29K
$2.28K﹤0.01%
+38
 New
+$2.28K
$2.27K﹤0.01%
+118
 New
+$2.27K
$2.12K﹤0.01%
+44
 New
+$2.12K
$2.12K﹤0.01%
+10
 New
+$2.12K
$2.06K﹤0.01% 47
-98,119
-100%
-$4.3M
$1.98K﹤0.01%
+22
 New
+$1.98K
$1.95K﹤0.01%
+67
 New
+$1.95K
$1.94K﹤0.01%
+11
 New
+$1.94K
$1.9K﹤0.01%
+100
 New
+$1.9K
$1.85K﹤0.01%
+102
 New
+$1.85K
$1.74K﹤0.01%
+31
 New
+$1.74K
$1.73K﹤0.01%
+24
 New
+$1.73K
$1.66K﹤0.01%
+6
 New
+$1.66K
$1.65K﹤0.01%
+30
 New
+$1.65K
$1.56K﹤0.01%
+272
 New
+$1.56K
$1.52K﹤0.01% 15
-32,173
-100%
-$3.26M
1 7891011