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
$870M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$725K
3
+$636K
4
PANW icon
Palo Alto Networks
PANW
+$425K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$360K

Top Sells

1
+$7.77M
2
+$3.52M
3
+$2.03M
4
ETN icon
Eaton
ETN
+$1.75M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 30.53%
2 Healthcare 17.93%
3 Industrials 10.41%
4 Financials 8.46%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 1.24%
23,435
+1,580
27
$10.6M 1.22%
52,417
+217
28
$10.3M 1.19%
38,419
-3,805
29
$10.2M 1.18%
96,557
+1,371
30
$10.1M 1.16%
160,450
31
$9.56M 1.1%
92,896
-639
32
$9.43M 1.08%
91,695
+73
33
$9.38M 1.08%
78,268
-1,148
34
$8.91M 1.03%
74,195
-335
35
$8.81M 1.01%
60,406
-346
36
$8.69M 1%
20,325
+144
37
$7.81M 0.9%
42,263
+867
38
$7.74M 0.89%
98,826
-1,994
39
$7.13M 0.82%
16,195
40
$7M 0.81%
91,238
-145
41
$6.97M 0.8%
53,263
-2,144
42
$6.7M 0.77%
69,138
-2,095
43
$6.57M 0.76%
184,685
-5,374
44
$6.25M 0.72%
12,355
+118
45
$6.02M 0.69%
51,233
-795
46
$5.93M 0.68%
109,500
47
$5.72M 0.66%
49,547
+5,512
48
$5.62M 0.65%
82,355
-2,348
49
$5.52M 0.63%
68,059
+349
50
$5.33M 0.61%
99,425
-825
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