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
$976M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.59M
3
+$1.6M
4
ORCL icon
Oracle
ORCL
+$1.6M
5
TSLA icon
Tesla
TSLA
+$1.45M

Top Sells

1
+$5.99M
2
+$2M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$696K
5
AMGN icon
Amgen
AMGN
+$665K

Sector Composition

1 Technology 32.63%
2 Healthcare 15.99%
3 Industrials 10.19%
4 Financials 8.85%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.5M 1.39%
91,795
+100
27
$13.3M 1.37%
50,719
-1,698
28
$12.6M 1.29%
160,470
+20
29
$11.8M 1.21%
111,745
+15,188
30
$11.7M 1.2%
100,618
+22,350
31
$11.5M 1.17%
145,198
-13,460
32
$10.4M 1.07%
36,109
-2,310
33
$10.1M 1.03%
92,237
-659
34
$9.89M 1.01%
74,285
+90
35
$9.72M 1%
20,444
+119
36
$9.24M 0.95%
183,841
-844
37
$9.04M 0.93%
64,746
+11,483
38
$8.87M 0.91%
60,552
+146
39
$8.84M 0.91%
42,133
-130
40
$8.14M 0.83%
98,792
-34
41
$7.72M 0.79%
93,538
+2,300
42
$7.56M 0.77%
16,150
-45
43
$7.55M 0.77%
68,605
-533
44
$6.6M 0.68%
109,500
45
$6.59M 0.68%
51,892
+2,345
46
$6.45M 0.66%
12,158
-197
47
$6.16M 0.63%
83,285
+930
48
$5.88M 0.6%
65,084
-2,975
49
$5.87M 0.6%
36,240
+125
50
$5.78M 0.59%
57,824
+6,591
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