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
$859M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.54M
3
+$2.81M
4
LRCX icon
Lam Research
LRCX
+$2.56M
5
MSFT icon
Microsoft
MSFT
+$2.28M

Top Sells

1
+$3.95M
2
+$3.46M
3
+$1.57M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$790K
5
AMZN icon
Amazon
AMZN
+$757K

Sector Composition

1 Technology 29.64%
2 Healthcare 18.99%
3 Industrials 10.01%
4 Financials 8.55%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.17%
31,540
+1,155
27
$9.3M 1.08%
67,106
+3,600
28
$9.14M 1.06%
101,879
-500
29
$9.09M 1.06%
63,199
+775
30
$8.84M 1.03%
53,583
+1,924
31
$8.78M 1.02%
96,302
+2,482
32
$8.75M 1.02%
23,183
-350
33
$8.23M 0.96%
157,066
+8,742
34
$7.91M 0.92%
72,788
+85
35
$7.84M 0.91%
112,204
+65
36
$7.52M 0.88%
15,717
+133
37
$7.3M 0.85%
67,040
+1,160
38
$7.25M 0.84%
80,712
-256
39
$7.14M 0.83%
75,640
+2,434
40
$7.09M 0.83%
86,154
+240
41
$7.04M 0.82%
128,225
+1,200
42
$6.94M 0.81%
12,771
-200
43
$6.83M 0.8%
160,390
+60,000
44
$6.41M 0.75%
36,873
+819
45
$6.33M 0.74%
82,822
+20,000
46
$6.11M 0.71%
25,273
-85
47
$6.1M 0.71%
74,346
-86
48
$5.95M 0.69%
33,521
-6
49
$5.7M 0.66%
53,170
+1,700
50
$5.53M 0.64%
99,937
-403
1
2
3 4 5