MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$925M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$895K
3
+$659K
4
TSLA icon
Tesla
TSLA
+$627K
5
CI icon
Cigna
CI
+$532K

Top Sells

1
+$4.1M
2
+$3.96M
3
+$2.39M
4
ORCL icon
Oracle
ORCL
+$1.72M
5
INTC icon
Intel
INTC
+$985K

Sector Composition

1 Technology 32.18%
2 Healthcare 17.47%
3 Industrials 10.05%
4 Financials 8.43%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 1.19%
52,200
-98
27
$11M 1.18%
158,609
+5,767
28
$10.8M 1.17%
93,535
-1,694
29
$10.6M 1.15%
21,855
+80
30
$10.4M 1.13%
91,622
-2,547
31
$10.3M 1.11%
160,450
+60
32
$9.37M 1.01%
42,224
-454
33
$9.22M 1%
60,752
-1,478
34
$8.95M 0.97%
20,181
+295
35
$8.88M 0.96%
100,820
-934
36
$8.59M 0.93%
41,396
+3,342
37
$8.23M 0.89%
79,416
+4,443
38
$7.95M 0.86%
84,703
+6,528
39
$7.77M 0.84%
71,233
+64
40
$7.38M 0.8%
16,195
-125
41
$7.11M 0.77%
74,530
-1,528
42
$6.63M 0.72%
55,407
-543
43
$6.55M 0.71%
109,500
44
$6.38M 0.69%
12,237
+286
45
$6.38M 0.69%
91,383
-3,057
46
$6.36M 0.69%
190,059
-31,370
47
$6.05M 0.65%
67,710
-1,908
48
$5.66M 0.61%
100,250
-3,425
49
$5.58M 0.6%
52,028
-1,195
50
$5.34M 0.58%
32,285
-1,182
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2
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