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
$1.02B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.11M
3
+$3.93M
4
GPN icon
Global Payments
GPN
+$2.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.9M

Top Sells

1
+$6.9M
2
+$5.42M
3
+$5.23M
4
AMGN icon
Amgen
AMGN
+$4.05M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Sector Composition

1 Technology 31.37%
2 Healthcare 17.32%
3 Consumer Discretionary 9.13%
4 Industrials 9.1%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 1.06%
22,605
+4,008
27
$10.6M 1.04%
220,272
+16,140
28
$10.6M 1.04%
64,864
+5,880
29
$10.5M 1.03%
101,458
+2,116
30
$10.3M 1.01%
73,091
-83
31
$10.3M 1.01%
45,637
-17,989
32
$10.2M 1%
62,406
+1,479
33
$10.1M 1%
70,422
+422
34
$10.1M 0.99%
39,731
+3,242
35
$9.63M 0.95%
110,385
-176
36
$9.06M 0.89%
111,975
+21,825
37
$8.9M 0.88%
47,202
+1,035
38
$8.84M 0.87%
149,722
+435
39
$8.82M 0.87%
60,900
+180
40
$8.66M 0.85%
12,981
-193
41
$8.44M 0.83%
286,960
+16,080
42
$8.41M 0.83%
22,719
+11,103
43
$7.89M 0.78%
50,157
+24,986
44
$7.87M 0.77%
89,900
45
$7.18M 0.71%
93,633
+6,799
46
$6.98M 0.69%
33,491
+4,621
47
$6.41M 0.63%
109,783
-400
48
$6.12M 0.6%
65,958
+12
49
$6.06M 0.6%
15,649
+1,761
50
$5.87M 0.58%
81,289
+3,233
1
2
3 4 5