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
$610M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.43M
3
+$1.98M
4
MSFT icon
Microsoft
MSFT
+$1.83M
5
MRK icon
Merck
MRK
+$1.61M

Top Sells

1
+$3.03M
2
+$866K
3
+$833K
4
C icon
Citigroup
C
+$703K
5
XOM icon
Exxon Mobil
XOM
+$333K

Sector Composition

1 Technology 27.32%
2 Healthcare 18.5%
3 Consumer Staples 9.65%
4 Industrials 9.61%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.15M 1.34%
41,404
+475
27
$8.13M 1.33%
58,497
+755
28
$7.82M 1.28%
71,886
-2,600
29
$7.35M 1.2%
157,530
+2,295
30
$6.64M 1.09%
83,879
+20,348
31
$6.57M 1.08%
416,166
+20,800
32
$6.48M 1.06%
38,140
+1,400
33
$6.14M 1.01%
18,326
+46
34
$5.67M 0.93%
56,559
+50
35
$5.51M 0.9%
44,115
+200
36
$5.42M 0.89%
90,843
-3,600
37
$5.3M 0.87%
83,844
-3,521
38
$4.78M 0.78%
53,973
-491
39
$4.78M 0.78%
46,838
+4,750
40
$4.55M 0.75%
130,670
+10,493
41
$4.5M 0.74%
30,209
+1,319
42
$4.5M 0.74%
61,340
-560
43
$4.49M 0.74%
33,134
+30,039
44
$4.03M 0.66%
15,397
+1,625
45
$3.89M 0.64%
23,646
+2,405
46
$3.6M 0.59%
11,424
+815
47
$3.55M 0.58%
97,690
-540
48
$3.21M 0.53%
46,230
-3,150
49
$3.15M 0.52%
2,677
-15
50
$3.07M 0.5%
7,776
1
2
3 4 5