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
$640M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$4.17M
3
+$3.54M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.68M
5
PSX icon
Phillips 66
PSX
+$1.62M

Top Sells

1
+$394M
2
+$6.73M
3
+$2.96M
4
MON
Monsanto Co
MON
+$2.41M
5
GE icon
GE Aerospace
GE
+$2.09M

Sector Composition

1 Healthcare 20.12%
2 Technology 17.36%
3 Financials 12.49%
4 Industrials 10.03%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.96M 1.24%
87,448
-454
27
$7.85M 1.23%
98,246
+500
28
$7.83M 1.22%
66,497
+24
29
$7.72M 1.21%
59,392
-260
30
$7.64M 1.19%
65,908
-18,056
31
$7.4M 1.16%
152,968
+11,036
32
$7.01M 1.1%
153,130
+29,055
33
$7M 1.09%
61,900
-8,300
34
$6.96M 1.09%
126,245
-2,487
35
$6.69M 1.04%
125,297
+1,208
36
$6.51M 1.02%
72,009
+400
37
$6.46M 1.01%
55,661
-1,140
38
$6.03M 0.94%
220,000
39
$5.69M 0.89%
93,136
-544
40
$5.69M 0.89%
30,195
-1,900
41
$5.67M 0.89%
167,562
-5,633
42
$5.01M 0.78%
231,906
+4
43
$4.85M 0.76%
119,114
-4,326
44
$4.81M 0.75%
101,280
+851
45
$4.71M 0.74%
180,948
+14,565
46
$4.48M 0.7%
45,422
+340
47
$4.18M 0.65%
249,400
-1,200
48
$4.08M 0.64%
93,246
49
$3.96M 0.62%
48,695
50
$3.93M 0.61%
78,593
-1,775
1
2
3 4 5