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
$435M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.87M
3
+$6.09M
4
DUK icon
Duke Energy
DUK
+$5.29M
5
PG icon
Procter & Gamble
PG
+$5.25M

Top Sells

1
+$2.8M
2
+$2.21M
3
+$2.13M
4
VYX icon
NCR Voyix
VYX
+$626K
5
HD icon
Home Depot
HD
+$529K

Sector Composition

1 Technology 17.64%
2 Healthcare 15.15%
3 Industrials 11.77%
4 Financials 10.44%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.29M 1.22%
+79,241
27
$5.25M 1.21%
+69,456
28
$5.1M 1.17%
167,150
-1,600
29
$5.08M 1.17%
106,781
30
$5.07M 1.16%
152,200
-3,610
31
$4.91M 1.13%
+114,025
32
$4.87M 1.12%
207,306
+11,405
33
$4.86M 1.12%
71,850
+200
34
$4.84M 1.11%
117,126
+3
35
$4.8M 1.1%
55,744
-2,631
36
$4.74M 1.09%
105,955
+6,500
37
$4.71M 1.08%
73,092
-100
38
$4.41M 1.01%
+26,240
39
$4.33M 0.99%
210,000
40
$4.3M 0.99%
104,650
+71,600
41
$4.07M 0.93%
164,877
+1,875
42
$4.03M 0.93%
79,800
+5,900
43
$3.72M 0.85%
42,100
-400
44
$3.61M 0.83%
132,415
-154
45
$3.6M 0.83%
84,350
46
$3.53M 0.81%
40,742
-2,669
47
$3.41M 0.78%
49,407
-2,000
48
$3.33M 0.76%
+100,255
49
$3.19M 0.73%
73,416
-49,039
50
$3.17M 0.73%
40,954
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