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
$561M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.1M
3
+$2.42M
4
INTC icon
Intel
INTC
+$2.41M
5
UNH icon
UnitedHealth
UNH
+$2.04M

Top Sells

1
+$4.01M
2
+$2.49M
3
+$1.83M
4
COST icon
Costco
COST
+$1.07M
5
APTV icon
Aptiv
APTV
+$702K

Sector Composition

1 Technology 23.08%
2 Healthcare 17.8%
3 Financials 11.6%
4 Consumer Staples 9.51%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.45M 1.15%
46,153
27
$6.45M 1.15%
95,391
+1
28
$6.15M 1.1%
56,064
-2,000
29
$5.84M 1.04%
80,338
+675
30
$5.82M 1.04%
106,248
-1,022
31
$5.75M 1.03%
156,045
-1,704
32
$5.69M 1.02%
74,308
-1,236
33
$5.68M 1.01%
49,612
-58
34
$5.61M 1%
98,533
-600
35
$5.5M 0.98%
133,782
-741
36
$5.43M 0.97%
18,534
+34
37
$5.17M 0.92%
58,538
-1,135
38
$4.9M 0.87%
61,255
+4,179
39
$4.69M 0.84%
28,032
+5,950
40
$4.62M 0.82%
225,900
+75,900
41
$4.44M 0.79%
45,516
+37
42
$4.37M 0.78%
71,593
+152
43
$4.03M 0.72%
28,930
-1,000
44
$3.73M 0.66%
128,600
+15,200
45
$3.64M 0.65%
48,444
-24,394
46
$3.6M 0.64%
124,148
+9
47
$3.58M 0.64%
20,504
48
$3.57M 0.64%
23,540
+20,445
49
$3.56M 0.64%
11,025
50
$3.3M 0.59%
49,343
-5,757
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2
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