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
$644M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.32M
3
+$2.51M
4
TFC icon
Truist Financial
TFC
+$2.04M
5
DIS icon
Walt Disney
DIS
+$564K

Top Sells

1
+$1.8M
2
+$1.73M
3
+$1.54M
4
IFF icon
International Flavors & Fragrances
IFF
+$556K
5
DHI icon
D.R. Horton
DHI
+$469K

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Financials 11.34%
4 Industrials 10.09%
5 Consumer Staples 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.13M 1.11%
39,467
+1,041
27
$7M 1.09%
56,004
-50
28
$6.7M 1.04%
53,835
+1,900
29
$6.63M 1.03%
76,324
30
$6.19M 0.96%
156,198
+618
31
$6.18M 0.96%
95,086
-398
32
$6.11M 0.95%
18,991
+8
33
$6.01M 0.93%
47,240
-1,690
34
$5.69M 0.88%
65,561
+2,909
35
$5.44M 0.84%
102,830
-2,368
36
$5.37M 0.83%
49,645
+33
37
$5.21M 0.81%
98,333
38
$5.18M 0.8%
27,097
-935
39
$5.12M 0.79%
56,088
-2,450
40
$5.12M 0.79%
73,308
-250
41
$4.91M 0.76%
75,488
+1,995
42
$4.71M 0.73%
183,855
-5,545
43
$4.66M 0.72%
125,253
-9,071
44
$4.5M 0.7%
27,697
-463
45
$4.3M 0.67%
122,013
-2,990
46
$4.25M 0.66%
175,900
47
$4.07M 0.63%
27,890
+315
48
$3.94M 0.61%
58,820
+1,040
49
$3.75M 0.58%
10,909
-16
50
$3.7M 0.57%
20,904
+286
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