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
$887M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$649K
3
+$470K
4
TJX icon
TJX Companies
TJX
+$454K
5
DG icon
Dollar General
DG
+$420K

Top Sells

1
+$3.46M
2
+$3.31M
3
+$3.01M
4
AVGO icon
Broadcom
AVGO
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.31M

Sector Composition

1 Technology 29.97%
2 Healthcare 18.41%
3 Industrials 10.28%
4 Consumer Staples 8.4%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.17%
111,817
+182
27
$10.3M 1.16%
42,678
-854
28
$10.1M 1.14%
95,229
+505
29
$9.75M 1.1%
97,582
+414
30
$9.25M 1.04%
62,230
+50
31
$9.23M 1.04%
94,169
+47
32
$8.69M 0.98%
21,775
-8,300
33
$8.5M 0.96%
160,390
34
$8.2M 0.92%
101,754
-175
35
$8.14M 0.92%
19,886
+146
36
$7.71M 0.87%
76,058
+202
37
$7.54M 0.85%
16,320
+513
38
$7.44M 0.84%
74,973
+6,539
39
$7.27M 0.82%
38,054
+512
40
$7.23M 0.82%
221,429
-36,614
41
$7.21M 0.81%
71,169
42
$6.97M 0.79%
69,618
-47
43
$6.89M 0.78%
11,951
-150
44
$6.12M 0.69%
149,969
-6,949
45
$6.09M 0.69%
94,440
-2,328
46
$5.84M 0.66%
53,223
+118
47
$5.8M 0.65%
55,950
-1,590
48
$5.55M 0.63%
103,675
-1,150
49
$5.3M 0.6%
78,175
-2,358
50
$5.19M 0.58%
33,467
+166
1
2
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