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
$766M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.91M
3
+$3.15M
4
CDNS icon
Cadence Design Systems
CDNS
+$2.74M
5
IFF icon
International Flavors & Fragrances
IFF
+$2.22M

Top Sells

1
+$1.64M
2
+$493K
3
+$476K
4
ILMN icon
Illumina
ILMN
+$461K
5
T icon
AT&T
T
+$441K

Sector Composition

1 Technology 27.7%
2 Healthcare 18.14%
3 Financials 10.88%
4 Industrials 9.92%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.85M 1.28%
48,895
+700
27
$9.43M 1.23%
428,066
+8,500
28
$8.53M 1.11%
71,186
-301
29
$8.37M 1.09%
184,944
+34,014
30
$8.34M 1.09%
58,959
-1,750
31
$7.64M 1%
56,452
+735
32
$7.43M 0.97%
35,075
+1,960
33
$7.21M 0.94%
18,178
-110
34
$7.02M 0.92%
100,088
+22,045
35
$6.43M 0.84%
87,423
-543
36
$6.08M 0.79%
58,980
-500
37
$6.07M 0.79%
46,078
+405
38
$5.4M 0.7%
32,846
+2,036
39
$5.37M 0.7%
24,746
+625
40
$5.28M 0.69%
145,854
+17,570
41
$5.22M 0.68%
25,780
-60
42
$5.05M 0.66%
78,192
-554
43
$5.04M 0.66%
52,245
-248
44
$4.99M 0.65%
33,134
45
$4.93M 0.64%
96,240
-1,600
46
$4.69M 0.61%
121,177
+9
47
$4.51M 0.59%
13,949
+200
48
$4.5M 0.59%
58,215
+15,690
49
$4.38M 0.57%
89,500
-500
50
$4.37M 0.57%
66,966
-5,000
1
2
3 4 5