MIM

Marco Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$14.5M
3
+$13M
4
QCOM icon
Qualcomm
QCOM
+$10.5M
5
GE icon
GE Aerospace
GE
+$10M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.74%
2 Industrials 13.4%
3 Healthcare 12.56%
4 Financials 11.15%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.63M 1.34%
+71,650
27
$4.62M 1.34%
+73,192
28
$4.59M 1.33%
+122,455
29
$4.51M 1.3%
+89,803
30
$4.37M 1.26%
+106,781
31
$4.26M 1.23%
+195,901
32
$4.11M 1.19%
+99,455
33
$4.05M 1.17%
+163,002
34
$3.73M 1.08%
+43,411
35
$3.52M 1.02%
+132,569
36
$3.52M 1.02%
+73,900
37
$3.48M 1.01%
+210,000
38
$3.19M 0.92%
+84,350
39
$3.13M 0.91%
+54,712
40
$3.11M 0.9%
+51,407
41
$3.06M 0.89%
+63,099
42
$3.05M 0.88%
+42,500
43
$2.92M 0.84%
+29,473
44
$2.74M 0.79%
+54,501
45
$2.69M 0.78%
+52,500
46
$2.66M 0.77%
+42,045
47
$2.66M 0.77%
+40,954
48
$2.53M 0.73%
+51,833
49
$2.52M 0.73%
+44,275
50
$2.4M 0.7%
+49,375
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2
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