MIM

Marco Investment Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 32.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$6.02M
3
+$4.42M
4
MTZ icon
MasTec
MTZ
+$1.27M
5
UNP icon
Union Pacific
UNP
+$523K

Top Sells

1
+$11M
2
+$3.15M
3
+$806K
4
JPM icon
JPMorgan Chase
JPM
+$763K
5
AAPL icon
Apple
AAPL
+$630K

Sector Composition

1 Technology 34.62%
2 Healthcare 13.67%
3 Financials 11.12%
4 Industrials 9.73%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.6M 1.2%
204,507
-97
27
$14.3M 1.09%
60,436
+2,320
28
$13.1M 1.01%
55,414
+146
29
$12.4M 0.95%
43,924
+986
30
$10.7M 0.82%
78,756
+1,034
31
$10.5M 0.81%
111,172
+712
32
$10.3M 0.79%
51,994
+1,084
33
$10.2M 0.78%
91,078
-1,267
34
$10M 0.77%
45,727
+19,516
35
$9.73M 0.75%
15,965
-379
36
$9.63M 0.74%
115,258
+898
37
$9.06M 0.69%
58,973
-354
38
$9.01M 0.69%
94,655
-1,333
39
$8.98M 0.69%
48,132
+201
40
$8.77M 0.67%
178,796
+2,831
41
$8.61M 0.66%
2,007
42
$8.49M 0.65%
75,313
-1,258
43
$8.22M 0.63%
61,399
-499
44
$8.21M 0.63%
54,795
-200
45
$8.1M 0.62%
96,455
-1,122
46
$8.07M 0.62%
60,270
47
$7.88M 0.6%
17,716
-34
48
$7.39M 0.57%
77,389
49
$7.35M 0.56%
10,013
+411
50
$7.28M 0.56%
23,847
-82
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