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
$645M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.75M
3
+$1.41M
4
AMGN icon
Amgen
AMGN
+$972K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$700K

Top Sells

1
+$3.4M
2
+$3.18M
3
+$2.88M
4
UNH icon
UnitedHealth
UNH
+$1.38M
5
PG icon
Procter & Gamble
PG
+$1.35M

Sector Composition

1 Healthcare 21.42%
2 Technology 20.29%
3 Financials 12.2%
4 Consumer Staples 8.42%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.85M 1.22%
84,697
+433
27
$7.64M 1.18%
125,305
-297
28
$6.79M 1.05%
64,477
+1,650
29
$6.66M 1.03%
237,308
-1,499
30
$6.64M 1.03%
46,852
-5,535
31
$6.55M 1.02%
140,175
-2,450
32
$6.46M 1%
65,934
-2,397
33
$6.42M 1%
220,000
34
$6.23M 0.97%
66,000
+5,200
35
$6.12M 0.95%
79,246
+49,696
36
$5.83M 0.9%
132,428
-1,500
37
$5.49M 0.85%
70,339
-17,252
38
$5.48M 0.85%
50,150
-1,300
39
$5.46M 0.85%
28,400
+1,005
40
$5.41M 0.84%
68,434
-568
41
$5.4M 0.84%
77,502
+1,398
42
$5.33M 0.83%
123,848
-11,600
43
$5.3M 0.82%
153,993
-8,241
44
$5.18M 0.8%
181,557
-1,482
45
$5.11M 0.79%
48,777
+1,615
46
$4.83M 0.75%
85,520
+7,760
47
$4.81M 0.75%
57,779
-584
48
$4.4M 0.68%
86,124
-2,200
49
$4.22M 0.65%
80,565
+4,250
50
$4.15M 0.64%
71,710
-19,231
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