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
$589M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.4M
3
+$1.28M
4
VZ icon
Verizon
VZ
+$1.26M
5
AAL icon
American Airlines Group
AAL
+$1.07M

Top Sells

1
+$3.95M
2
+$2.5M
3
+$2.13M
4
AAPL icon
Apple
AAPL
+$1.75M
5
DFS
Discover Financial Services
DFS
+$1.49M

Sector Composition

1 Technology 18.27%
2 Healthcare 18.04%
3 Financials 12.48%
4 Industrials 10.69%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.04M 1.36%
97,746
-400
27
$8.01M 1.36%
97,666
+4,679
28
$7.94M 1.35%
96,800
-775
29
$7.76M 1.32%
86,398
-563
30
$7.18M 1.22%
129,048
-2,000
31
$7.18M 1.22%
57,617
-758
32
$6.75M 1.15%
84,045
+1,000
33
$6.4M 1.09%
219,299
+1,406
34
$6.37M 1.08%
123,924
+2,152
35
$6.21M 1.05%
48,439
-446
36
$6.14M 1.04%
57,986
+1,600
37
$5.98M 1.02%
122,731
+25,825
38
$5.68M 0.96%
71,809
-1,100
39
$5.63M 0.96%
92,841
-839
40
$5.61M 0.95%
172,718
-2,337
41
$5.53M 0.94%
124,586
+503
42
$5.47M 0.93%
223,000
-87,000
43
$5.11M 0.87%
45,082
-822
44
$4.47M 0.76%
123,440
-200
45
$4.37M 0.74%
101,585
-500
46
$4.25M 0.72%
100,429
+25,350
47
$3.93M 0.67%
96,246
-2,600
48
$3.9M 0.66%
78,116
-848
49
$3.88M 0.66%
49,445
-1,150
50
$3.68M 0.63%
153,183
+3,450
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