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
$479M
AUM Growth
+$478M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.1M
3
+$3.09M
4
MDT icon
Medtronic
MDT
+$2.39M
5
JPM icon
JPMorgan Chase
JPM
+$2.32M

Top Sells

1
+$4.63M
2
+$3.25M
3
+$2.47M
4
QCOM icon
Qualcomm
QCOM
+$1.04M
5
IAC icon
IAC Inc
IAC
+$762K

Sector Composition

1 Technology 16.89%
2 Healthcare 16.1%
3 Industrials 11.7%
4 Financials 10.63%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.9M 1.23%
72,400
-1,100
27
$5.72M 1.19%
64,300
-52,100
28
$5.69M 1.19%
164,154
+2,404
29
$5.59M 1.17%
240,641
+784
30
$5.55M 1.16%
111,588
-338
31
$5.51M 1.15%
68,401
+345
32
$5.49M 1.14%
167,132
+7
33
$5.35M 1.12%
97,000
+1,197
34
$5.32M 1.11%
66,492
-1,100
35
$5.29M 1.1%
102,970
+715
36
$5.13M 1.07%
210,000
37
$4.98M 1.04%
101,781
38
$4.96M 1.04%
26,541
+261
39
$4.87M 1.02%
89,985
-60,038
40
$4.68M 0.98%
41,141
+19,200
41
$4.35M 0.91%
113,017
+15,062
42
$4.13M 0.86%
55,249
+3,100
43
$4.13M 0.86%
42,094
+644
44
$3.99M 0.83%
40,597
-797
45
$3.99M 0.83%
40,900
-1,400
46
$3.97M 0.83%
176,937
+9,373
47
$3.92M 0.82%
153,813
-4,314
48
$3.9M 0.81%
94,375
+20,689
49
$3.84M 0.8%
39,210
+8,880
50
$3.82M 0.8%
125,335
-387
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2
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