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
$3.05K0%38 New
+$3.05K
$3.03K0%15 New
+$3.03K
$2.79K0%36 New
+$2.79K
$2.65K0%10 New
+$2.65K
$2.63K0%75 New
+$2.63K
$2.39K0%3 New
+$2.39K
$2.38K0%21 New
+$2.38K
$2.32K0%13 New
+$2.32K
$2.29K0%9 New
+$2.29K
$2.28K0%38 New
+$2.28K
$2.27K0%118 New
+$2.27K
$2.12K0%44 New
+$2.12K
$2.12K0%10 New
+$2.12K
$2.06K0%47
-98,119
-100%
-$4.3M
$1.98K0%22 New
+$1.98K
$1.95K0%67 New
+$1.95K
$1.94K0%11 New
+$1.94K
$1.9K0%100 New
+$1.9K
$1.85K0%102 New
+$1.85K
$1.74K0%31 New
+$1.74K
$1.73K0%24 New
+$1.73K
$1.66K0%6 New
+$1.66K
$1.65K0%30 New
+$1.65K
$1.56K0%272 New
+$1.56K
$1.52K0%15
-32,173
-100%
-$3.26M
1 7891011