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
$697M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.28M
3
+$3.5M
4
ABBV icon
AbbVie
ABBV
+$2.39M
5
UNP icon
Union Pacific
UNP
+$2.19M

Top Sells

1
+$3.25M
2
+$2.43M
3
+$2.32M
4
INTC icon
Intel
INTC
+$2.09M
5
IAC icon
IAC Inc
IAC
+$1.41M

Sector Composition

1 Technology 27.19%
2 Healthcare 19%
3 Financials 10.25%
4 Industrials 9.74%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.22M 1.18%
419,566
+3,400
27
$7.83M 1.12%
71,487
-399
28
$7.75M 1.11%
55,717
-2,780
29
$7.66M 1.1%
48,195
+4,080
30
$7.37M 1.06%
33,115
+506
31
$7.34M 1.05%
60,709
+4,150
32
$7.25M 1.04%
150,930
-6,600
33
$6.87M 0.99%
87,966
+4,087
34
$6.84M 0.98%
18,288
-38
35
$6.05M 0.87%
45,673
-1,165
36
$5.21M 0.75%
59,480
-1,860
37
$5.13M 0.74%
24,121
+475
38
$5.05M 0.72%
78,043
-12,800
39
$5.02M 0.72%
33,134
40
$4.88M 0.7%
25,840
-12,300
41
$4.85M 0.7%
30,810
+601
42
$4.81M 0.69%
52,493
-1,480
43
$4.72M 0.68%
128,284
-2,386
44
$4.63M 0.66%
+12,850
45
$4.59M 0.66%
78,746
-5,098
46
$4.35M 0.62%
97,840
+150
47
$4.28M 0.61%
+90,000
48
$4.19M 0.6%
13,749
+2,325
49
$4.06M 0.58%
14,872
-525
50
$3.82M 0.55%
71,966
-1,000
1
2
3 4 5