MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.48M
3
+$1.11M
4
AMTM
Amentum Holdings
AMTM
+$1.09M
5
PANW icon
Palo Alto Networks
PANW
+$650K

Top Sells

1
+$1.04M
2
+$991K
3
+$643K
4
EXAS icon
Exact Sciences
EXAS
+$495K
5
J icon
Jacobs Solutions
J
+$466K

Sector Composition

1 Technology 33.23%
2 Healthcare 14.81%
3 Industrials 9.79%
4 Financials 9.49%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.2K ﹤0.01%
12,000
227
$1.57K ﹤0.01%
+57,195
228
– –
-3,850
229
– –
-1,883
230
– –
-6,200
231
– –
-4,720
6 7 8 9
10