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
$574M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.43M
3
+$2.1M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
EPD icon
Enterprise Products Partners
EPD
+$2M

Top Sells

1
+$3.57M
2
+$3.23M
3
+$1.51M
4
PARA
Paramount Global Class B
PARA
+$1.39M
5
AKAM icon
Akamai
AKAM
+$1.27M

Sector Composition

1 Technology 17.36%
2 Healthcare 17.03%
3 Financials 12.94%
4 Industrials 12.02%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.57M 1.32%
97,575
-525
27
$7.43M 1.3%
193,358
-299
28
$7.34M 1.28%
64,323
+6,150
29
$7.31M 1.27%
86,961
30
$7.22M 1.26%
131,048
-1,800
31
$6.95M 1.21%
98,146
-385
32
$6.72M 1.17%
58,375
-100
33
$6.39M 1.11%
217,893
+20,705
34
$6.1M 1.06%
83,045
-1,300
35
$5.92M 1.03%
310,000
36
$5.85M 1.02%
56,386
-595
37
$5.64M 0.98%
48,885
-198
38
$5.4M 0.94%
72,909
-500
39
$5.39M 0.94%
175,055
+4,992
40
$5.26M 0.92%
93,680
-681
41
$5.17M 0.9%
96,906
+700
42
$4.78M 0.83%
45,904
-30,975
43
$4.77M 0.83%
124,083
-2,046
44
$4.3M 0.75%
123,640
+3,600
45
$4.03M 0.7%
102,085
-1,200
46
$3.99M 0.7%
50,595
-1,400
47
$3.96M 0.69%
78,964
-2,148
48
$3.95M 0.69%
+95,858
49
$3.9M 0.68%
98,846
-16,276
50
$3.73M 0.65%
64,500
-1,600
1
2
3 4 5