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
$907M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.78M
3
+$4.24M
4
LRCX icon
Lam Research
LRCX
+$3.43M
5
MTCH icon
Match Group
MTCH
+$3.33M

Top Sells

1
+$2M
2
+$1.4M
3
+$330K
4
TGT icon
Target
TGT
+$312K
5
MSFT icon
Microsoft
MSFT
+$301K

Sector Composition

1 Technology 28.95%
2 Healthcare 18.07%
3 Financials 10.32%
4 Industrials 8.97%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.27%
58,665
+4,010
27
$11.4M 1.25%
57,968
+2,500
28
$11.3M 1.25%
210,105
+4,843
29
$9.9M 1.09%
36,489
-881
30
$9.88M 1.09%
58,984
+625
31
$9.63M 1.06%
110,561
+558
32
$9.48M 1.05%
204,132
-1,125
33
$8.64M 0.95%
73,174
-525
34
$8.52M 0.94%
60,927
+625
35
$8.12M 0.89%
60,720
+1,880
36
$7.98M 0.88%
18,597
-9
37
$7.53M 0.83%
13,174
+13
38
$7.2M 0.79%
70,000
-100
39
$6.78M 0.75%
+90,150
40
$6.52M 0.72%
86,834
+3,365
41
$6.42M 0.71%
149,287
-1,475
42
$6.13M 0.68%
28,870
+89
43
$6.08M 0.67%
63,653
+5,060
44
$5.74M 0.63%
110,183
+10,900
45
$5.63M 0.62%
25,566
-34
46
$5.61M 0.62%
270,880
+6,600
47
$5.42M 0.6%
89,900
+400
48
$5.36M 0.59%
33,134
49
$5.32M 0.59%
61,921
+16
50
$5.29M 0.58%
78,056
+6,445
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2
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