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
$861M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.58M
3
+$2.99M
4
KLAC icon
KLA
KLAC
+$2.9M
5
AMD icon
Advanced Micro Devices
AMD
+$2.82M

Top Sells

1
+$1.45M
2
+$1.32M
3
+$492K
4
SCHW icon
Charles Schwab
SCHW
+$364K
5
HD icon
Home Depot
HD
+$322K

Sector Composition

1 Technology 28.72%
2 Healthcare 17.79%
3 Financials 10.76%
4 Industrials 9.7%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.33%
473,946
+45,880
27
$11.2M 1.31%
54,655
+5,760
28
$9.65M 1.12%
205,257
+20,313
29
$9.64M 1.12%
58,359
-600
30
$9.13M 1.06%
37,370
+2,295
31
$8.56M 1%
110,003
+9,915
32
$8.54M 0.99%
73,699
+2,513
33
$8.14M 0.95%
60,302
+3,850
34
$7.96M 0.93%
18,606
+428
35
$7.28M 0.85%
58,593
+12,515
36
$7.18M 0.83%
58,840
-140
37
$6.64M 0.77%
13,161
+7,731
38
$6.58M 0.77%
70,100
+30,000
39
$6.49M 0.75%
83,469
-3,954
40
$6.31M 0.73%
28,781
+4,035
41
$5.9M 0.69%
150,762
+4,908
42
$5.53M 0.64%
25,600
-180
43
$5.5M 0.64%
79,919
+1,727
44
$5.42M 0.63%
33,134
45
$5.41M 0.63%
32,822
-24
46
$5.35M 0.62%
11,616
47
$5.33M 0.62%
99,283
+3,043
48
$5.29M 0.61%
264,280
-5,680
49
$5.28M 0.61%
61,905
+3,690
50
$5.22M 0.61%
89,500
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