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
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.02M
3
+$1.81M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.43M
5
ABT icon
Abbott
ABT
+$1.4M

Top Sells

1
+$5.73M
2
+$3.16M
3
+$2.04M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$956K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

1 Technology 35.06%
2 Healthcare 13.47%
3 Financials 10.28%
4 Industrials 9.35%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.7M 1.27%
116,568
+3,936
27
$14.1M 1.22%
24,080
+2,444
28
$12.9M 1.11%
56,474
-419
29
$12.1M 1.04%
109,500
30
$12.1M 1.04%
121,730
-20,538
31
$11.2M 0.97%
46,342
-273
32
$10.3M 0.89%
39,428
+151
33
$10.3M 0.89%
61,220
-270
34
$10M 0.86%
44,303
-950
35
$9.83M 0.85%
132,395
-77,175
36
$9.7M 0.84%
93,766
-2,262
37
$9.51M 0.82%
95,610
-1,727
38
$9M 0.78%
78,982
+1,060
39
$8.83M 0.76%
78,065
+12,363
40
$8.14M 0.7%
75,655
-219
41
$7.73M 0.67%
96,721
-1,520
42
$7.55M 0.65%
16,090
-360
43
$7.3M 0.63%
60,442
-1,893
44
$7.24M 0.63%
100,270
-150
45
$6.93M 0.6%
+204,500
46
$6.92M 0.6%
52,333
+13,665
47
$6.87M 0.59%
61,711
-1,200
48
$6.84M 0.59%
16,935
-1,149
49
$6.78M 0.59%
50,477
+75
50
$6.52M 0.56%
58,182
-365
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