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
$724M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$5.68M
3
+$3.51M
4
AAPL icon
Apple
AAPL
+$2.92M
5
SNDK
SANDISK CORP
SNDK
+$2.51M

Top Sells

1
+$5.08M
2
+$3.97M
3
+$848K
4
INTC icon
Intel
INTC
+$744K
5
HOG icon
Harley-Davidson
HOG
+$454K

Sector Composition

1 Financials 33.92%
2 Technology 12.99%
3 Healthcare 11.55%
4 Industrials 7.69%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.07M 0.98%
71,369
+319
27
$6.84M 0.95%
167,388
-2,494
28
$6.67M 0.92%
165,550
29
$6.65M 0.92%
61,200
-1,100
30
$6.38M 0.88%
76,224
+3,916
31
$6.27M 0.87%
108,616
+1,093
32
$6.27M 0.87%
141,230
+703
33
$6.27M 0.87%
263,023
+16,204
34
$5.91M 0.82%
114,020
+2,080
35
$5.76M 0.8%
61,409
+5,100
36
$5.68M 0.79%
+191,800
37
$5.64M 0.78%
63,307
-1,385
38
$5.55M 0.77%
30,599
+889
39
$5.46M 0.75%
210,000
40
$5.39M 0.74%
101,781
41
$5.29M 0.73%
93,485
+163
42
$5.07M 0.7%
47,516
+3,538
43
$4.95M 0.68%
154,691
+766
44
$4.78M 0.66%
45,200
+1,983
45
$4.61M 0.64%
110,745
+2,540
46
$4.46M 0.62%
98,000
47
$4.13M 0.57%
161,958
+4,977
48
$4.07M 0.56%
51,124
-3,325
49
$3.89M 0.54%
90,600
-3,250
50
$3.87M 0.54%
50,607
+300
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