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
$985M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.53M
3
+$2.17M
4
SYK icon
Stryker
SYK
+$2.17M
5
LRCX icon
Lam Research
LRCX
+$2.15M

Top Sells

1
+$4.01M
2
+$3.77M
3
+$3.71M
4
SYY icon
Sysco
SYY
+$3.49M
5
INTC icon
Intel
INTC
+$2.93M

Sector Composition

1 Technology 30.39%
2 Healthcare 18.06%
3 Industrials 9.81%
4 Financials 8.52%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.15%
102,379
+921
27
$11.1M 1.13%
30,385
+5,167
28
$11M 1.11%
51,659
+11,928
29
$10.9M 1.11%
45,064
-573
30
$10.6M 1.08%
23,533
+928
31
$10M 1.02%
73,206
-175
32
$9.54M 0.97%
62,424
+18
33
$9.28M 0.94%
112,139
+1,754
34
$9.16M 0.93%
65,880
+4,980
35
$8.91M 0.9%
85,914
+19,956
36
$8.61M 0.87%
72,703
-388
37
$8.17M 0.83%
127,025
+15,050
38
$8.1M 0.82%
80,968
-321
39
$7.97M 0.81%
292,160
+5,200
40
$7.7M 0.78%
93,820
+187
41
$7.68M 0.78%
148,324
-1,398
42
$7.66M 0.78%
12,971
-10
43
$7.01M 0.71%
36,054
+2,563
44
$6.97M 0.71%
15,584
-65
45
$6.87M 0.7%
62,822
-7,600
46
$6.46M 0.66%
100,340
-9,443
47
$6.45M 0.65%
89,900
48
$6.43M 0.65%
74,432
+21,476
49
$6.3M 0.64%
25,358
-13
50
$5.99M 0.61%
43,758
+2,590
1
2
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