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
$1.06B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.4M
3
+$957K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$638K
5
EPD icon
Enterprise Products Partners
EPD
+$487K

Top Sells

1
+$5.83M
2
+$5.27M
3
+$1.62M
4
GPC icon
Genuine Parts
GPC
+$1.54M
5
CI icon
Cigna
CI
+$1.27M

Sector Composition

1 Technology 32.01%
2 Healthcare 15.77%
3 Industrials 10.06%
4 Financials 9.16%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.1M 1.33%
112,602
+857
27
$13.6M 1.29%
55,487
-42
28
$13M 1.22%
102,018
+1,400
29
$12.4M 1.17%
93,680
+1,443
30
$12.3M 1.16%
75,161
+876
31
$11.3M 1.06%
62,588
-29,207
32
$11.2M 1.06%
39,476
+3,367
33
$10.7M 1.01%
20,449
+5
34
$10.2M 0.96%
67,751
+3,005
35
$9.96M 0.94%
124,858
-20,340
36
$9.88M 0.93%
60,890
+338
37
$9.76M 0.92%
100,500
-59,970
38
$9.44M 0.89%
45,865
+23,125
39
$8.75M 0.82%
42,630
+497
40
$8.52M 0.8%
97,794
-998
41
$7.97M 0.75%
92,796
-742
42
$7.79M 0.73%
63,694
-1,390
43
$7.77M 0.73%
175,823
-8,018
44
$7.76M 0.73%
109,500
45
$7.69M 0.73%
16,075
-75
46
$7.51M 0.71%
66,074
-2,531
47
$7.18M 0.68%
53,727
+1,835
48
$6.99M 0.66%
12,030
-128
49
$6.88M 0.65%
59,183
+1,359
50
$6.51M 0.61%
2,065
+50
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