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
$1.16B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.52M
3
+$1.3M
4
AMTM
Amentum Holdings
AMTM
+$1.23M
5
PANW icon
Palo Alto Networks
PANW
+$660K

Top Sells

1
+$1.09M
2
+$980K
3
+$715K
4
EXAS icon
Exact Sciences
EXAS
+$598K
5
J icon
Jacobs Solutions
J
+$501K

Sector Composition

1 Technology 33.23%
2 Healthcare 14.81%
3 Industrials 9.79%
4 Financials 9.49%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15M 1.29%
142,268
+5,795
27
$14.6M 1.26%
53,404
+806
28
$14M 1.21%
56,893
+500
29
$13.5M 1.17%
81,524
+11,685
30
$12.7M 1.09%
39,277
+225
31
$12.4M 1.07%
21,636
+1,052
32
$11.3M 0.98%
46,615
33
$11.1M 0.95%
97,337
+3,196
34
$10.7M 0.93%
96,028
+1,585
35
$10.7M 0.92%
61,490
+800
36
$10.2M 0.88%
77,922
+1,802
37
$10.2M 0.88%
62,335
-253
38
$9.35M 0.81%
45,253
+1,585
39
$8.89M 0.77%
75,874
+752
40
$8.84M 0.76%
98,241
+510
41
$8.69M 0.75%
16,450
+200
42
$8.2M 0.71%
100,420
-80
43
$7.9M 0.68%
109,500
44
$7.67M 0.66%
12,397
+370
45
$7.49M 0.65%
65,702
-655
46
$6.35M 0.55%
2,015
47
$6.27M 0.54%
31,028
-312
48
$6.12M 0.53%
50,402
-470
49
$6.05M 0.52%
62,911
-903
50
$6M 0.52%
58,547
+825
1
2
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