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
$539M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$2.56M
3
+$2.49M
4
IP icon
International Paper
IP
+$936K
5
CBRL icon
Cracker Barrel
CBRL
+$509K

Top Sells

1
+$2.53M
2
+$2.29M
3
+$2.16M
4
AAPL icon
Apple
AAPL
+$1.28M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Sector Composition

1 Technology 23.1%
2 Healthcare 17.55%
3 Financials 11.41%
4 Consumer Staples 9.45%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.2M 1.15%
95,390
-6,269
27
$6.1M 1.13%
75,544
-7,101
28
$6.04M 1.12%
58,064
-6,187
29
$5.76M 1.07%
52,735
-6,200
30
$5.76M 1.07%
27,890
-10
31
$5.42M 1.01%
134,523
-8,586
32
$5.37M 1%
59,673
-5,000
33
$5.36M 1%
107,270
-1,800
34
$5.32M 0.99%
99,133
35
$5.23M 0.97%
18,500
-2,000
36
$5.16M 0.96%
49,670
-5,156
37
$5.13M 0.95%
157,749
-12,360
38
$5.12M 0.95%
46,153
-2,341
39
$4.77M 0.89%
71,441
-3,824
40
$4.53M 0.84%
57,076
-11,821
41
$4.18M 0.78%
29,930
-2,900
42
$4.02M 0.75%
45,479
-525
43
$3.93M 0.73%
113,400
-6,803
44
$3.93M 0.73%
55,100
-1,943
45
$3.42M 0.64%
124,139
+1,665
46
$3.37M 0.63%
150,000
47
$3.35M 0.62%
78,455
-8,000
48
$3.35M 0.62%
56,860
-5,680
49
$3.31M 0.61%
65,600
-500
50
$3.26M 0.6%
20,504
-2,998
1
2
3 4 5