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
$586M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.9M
3
+$4.42M
4
CAT icon
Caterpillar
CAT
+$4.2M
5
CVS icon
CVS Health
CVS
+$3.37M

Top Sells

1
+$6.84M
2
+$4.12M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$529K
5
CTSH icon
Cognizant
CTSH
+$476K

Sector Composition

1 Technology 22.24%
2 Healthcare 17.61%
3 Financials 11.12%
4 Industrials 10.71%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.32M 1.08%
83,500
+3,162
27
$6.28M 1.07%
99,575
+53,497
28
$6.22M 1.06%
38,426
+226
29
$6.16M 1.05%
155,580
-465
30
$6.14M 1.05%
51,935
-300
31
$6.05M 1.03%
95,484
+93
32
$5.63M 0.96%
18,983
+449
33
$5.61M 0.96%
58,538
34
$5.5M 0.94%
105,198
-1,050
35
$5.41M 0.92%
98,333
-200
36
$5.34M 0.91%
48,930
+3,414
37
$5.19M 0.89%
73,558
-750
38
$5.14M 0.88%
49,612
39
$5.03M 0.86%
62,652
+1,397
40
$4.85M 0.83%
189,400
+60,800
41
$4.72M 0.81%
28,032
42
$4.58M 0.78%
134,324
+542
43
$4.19M 0.71%
73,493
+1,900
44
$4.18M 0.71%
28,160
+4,620
45
$4.09M 0.7%
10,925
-100
46
$4.09M 0.7%
175,900
-50,000
47
$3.81M 0.65%
51,307
+1,964
48
$3.65M 0.62%
125,003
+855
49
$3.57M 0.61%
27,575
-1,355
50
$3.53M 0.6%
57,780
-1,700
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