MIM

Marco Investment Management Portfolio holdings

AUM $1.31B
1-Year Est. Return 26.36%
This Quarter Est. Return
1 Year Est. Return
+26.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.45M
3
+$1.21M
4
ETN icon
Eaton
ETN
+$1.17M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$869K

Top Sells

1
+$10.3M
2
+$5.28M
3
+$4.32M
4
AMD icon
Advanced Micro Devices
AMD
+$3.08M
5
LRCX icon
Lam Research
LRCX
+$2.91M

Sector Composition

1 Technology 30.71%
2 Healthcare 15.23%
3 Financials 10.65%
4 Industrials 9.68%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14M 1.3%
24,998
+918
27
$13.3M 1.23%
56,343
-131
28
$13.1M 1.21%
41,929
+2,501
29
$12.8M 1.19%
116,453
-115
30
$11.1M 1.03%
105,405
-16,325
31
$10.4M 0.96%
93,446
-320
32
$10.1M 0.94%
59,283
-1,937
33
$9.59M 0.89%
45,303
+1,000
34
$9.53M 0.88%
77,147
-1,835
35
$9.4M 0.87%
204,550
+50
36
$9.34M 0.87%
132,620
+225
37
$9.03M 0.84%
31,342
-15,000
38
$9.02M 0.84%
75,856
+201
39
$8.59M 0.8%
95,555
-1,166
40
$8.57M 0.79%
95,485
-125
41
$8.31M 0.77%
62,647
-15,418
42
$8.21M 0.76%
16,027
-63
43
$7.49M 0.69%
1,965
-50
44
$6.27M 0.58%
52,384
+51
45
$6.15M 0.57%
62,346
+635
46
$6.06M 0.56%
77,389
+250
47
$5.75M 0.53%
11,562
-345
48
$5.47M 0.51%
9,486
+4
49
$5.43M 0.5%
55,432
-2,750
50
$5.39M 0.5%
49,756
-721
1
2
3 4 5