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
$1.08B
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.2M
3
+$1.83M
4
CVX icon
Chevron
CVX
+$1.01M
5
CRM icon
Salesforce
CRM
+$592K

Top Sells

1
+$2.76M
2
+$1.98M
3
+$1.02M
4
IFF icon
International Flavors & Fragrances
IFF
+$752K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$607K

Sector Composition

1 Technology 34.72%
2 Healthcare 14.42%
3 Industrials 9.23%
4 Financials 9.16%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15M 1.39%
109,832
+858
27
$13.5M 1.25%
52,598
+2,304
28
$12.8M 1.18%
56,393
+906
29
$12.7M 1.17%
69,839
+2,088
30
$12.2M 1.13%
39,052
-424
31
$11.7M 1.07%
94,141
+461
32
$11.2M 1.03%
20,584
+135
33
$10.7M 0.99%
76,120
+959
34
$10.7M 0.99%
100,500
35
$10.2M 0.94%
62,588
36
$10M 0.92%
46,615
+750
37
$10M 0.92%
60,690
-200
38
$9.32M 0.86%
43,668
+1,038
39
$8.65M 0.8%
75,122
+15,939
40
$8.43M 0.78%
94,443
+1,647
41
$7.69M 0.71%
97,731
-63
42
$7.65M 0.71%
109,500
43
$7.4M 0.68%
31,340
44
$7.08M 0.65%
16,250
+175
45
$6.9M 0.64%
66,357
+283
46
$6.65M 0.61%
12,027
-3
47
$6.34M 0.58%
63,814
+120
48
$6.28M 0.58%
50,872
-3,378
49
$5.97M 0.55%
2,015
-50
50
$5.81M 0.54%
11,528
+127
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