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
$656M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$4.52M
3
+$3.04M
4
MU icon
Micron Technology
MU
+$2.07M
5
AVGO icon
Broadcom
AVGO
+$1.48M

Top Sells

1
+$2.68M
2
+$2.47M
3
+$2.21M
4
ABBV icon
AbbVie
ABBV
+$1.87M
5
CAT icon
Caterpillar
CAT
+$1.43M

Sector Composition

1 Healthcare 19.58%
2 Technology 19.24%
3 Financials 12.71%
4 Industrials 9.84%
5 Consumer Staples 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.92M 1.21%
86,240
-1,208
27
$7.92M 1.21%
94,202
-2,163
28
$7.81M 1.19%
55,922
-3,470
29
$7.63M 1.16%
63,227
-3,270
30
$7.32M 1.12%
220,000
31
$7.23M 1.1%
53,887
-1,774
32
$7.18M 1.1%
118,348
-7,897
33
$7.11M 1.08%
124,600
-697
34
$6.75M 1.03%
57,650
-4,250
35
$6.62M 1.01%
66,700
-5,309
36
$6.45M 0.98%
136,328
-16,640
37
$6.15M 0.94%
239,507
+7,601
38
$5.93M 0.9%
180,141
-807
39
$5.88M 0.9%
134,048
+14,934
40
$5.87M 0.89%
35,855
+18,581
41
$5.83M 0.89%
138,075
-15,055
42
$5.56M 0.85%
161,707
-5,855
43
$5.54M 0.85%
27,995
-2,200
44
$5.25M 0.8%
100,980
-300
45
$5.08M 0.78%
94,609
+1,473
46
$4.86M 0.74%
45,235
-187
47
$4.72M 0.72%
91,946
-1,300
48
$4.62M 0.7%
55,215
-10,693
49
$4.21M 0.64%
76,634
-1,959
50
$4.11M 0.63%
55,885
+500
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