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
$789M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.02M
3
+$716K
4
PANW icon
Palo Alto Networks
PANW
+$676K
5
CRM icon
Salesforce
CRM
+$572K

Top Sells

1
+$14.8M
2
+$3.08M
3
+$3M
4
UNP icon
Union Pacific
UNP
+$2.04M
5
NVDA icon
NVIDIA
NVDA
+$1.41M

Sector Composition

1 Technology 28.03%
2 Healthcare 19.46%
3 Industrials 9.81%
4 Financials 8.84%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.09M 1.15%
67,356
+250
27
$8.71M 1.1%
85,113
+4,401
28
$8.38M 1.06%
23,476
+293
29
$8.28M 1.05%
57,563
+3,980
30
$8.24M 1.05%
102,079
+200
31
$8.19M 1.04%
95,078
-1,224
32
$7.86M 1%
62,287
-912
33
$7.73M 0.98%
94,404
+8,250
34
$7.31M 0.93%
15,537
-180
35
$7.07M 0.9%
73,076
+288
36
$7.02M 0.89%
272,538
+2,882
37
$6.99M 0.89%
74,076
-1,564
38
$6.85M 0.87%
112,135
-69
39
$6.83M 0.87%
156,132
-934
40
$6.39M 0.81%
134,775
+6,550
41
$6.26M 0.79%
12,347
-424
42
$6.16M 0.78%
76,361
+2,015
43
$6.04M 0.77%
36,191
-682
44
$5.96M 0.76%
94,122
+11,300
45
$5.87M 0.74%
160,390
46
$5.53M 0.7%
57,810
-9,230
47
$5.47M 0.69%
33,498
-23
48
$5.47M 0.69%
97,325
-2,612
49
$5.29M 0.67%
73,539
+6,493
50
$5.05M 0.64%
24,323
-950
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2
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