MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$2.53M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$1.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$955K

Top Sells

1
+$3.33M
2
+$1.07M
3
+$677K
4
GIS icon
General Mills
GIS
+$640K
5
KO icon
Coca-Cola
KO
+$379K

Sector Composition

1 Technology 34.72%
2 Healthcare 13.18%
3 Financials 11.35%
4 Industrials 9.59%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.1M 1.26%
55,268
+2,402
27
$13.4M 1.12%
58,116
+1,773
28
$12M 1%
42,938
+1,009
29
$11.5M 0.96%
114,360
-2,093
30
$11.2M 0.93%
47,983
+2,680
31
$10.7M 0.89%
204,604
+54
32
$10.2M 0.85%
175,965
+43,345
33
$9.91M 0.83%
110,460
+5,055
34
$9.74M 0.81%
92,345
-1,101
35
$9.45M 0.79%
59,327
+44
36
$9.27M 0.77%
77,722
+575
37
$8.42M 0.7%
61,898
-749
38
$8.37M 0.7%
95,988
+433
39
$8.25M 0.69%
76,571
+715
40
$8.17M 0.68%
16,344
+317
41
$7.94M 0.66%
63,996
+1,650
42
$7.72M 0.64%
97,577
+2,092
43
$7.57M 0.63%
47,931
-1,825
44
$7.45M 0.62%
2,007
+42
45
$7.23M 0.6%
54,995
+2,611
46
$7.09M 0.59%
9,602
+116
47
$7.06M 0.59%
77,389
48
$6.2M 0.52%
20,342
-11,000
49
$6M 0.5%
23,929
+32
50
$5.87M 0.49%
60,270
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