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
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$14.5M
3
+$13M
4
QCOM icon
Qualcomm
QCOM
+$10.5M
5
GE icon
GE Aerospace
GE
+$10M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.74%
2 Industrials 13.4%
3 Healthcare 12.56%
4 Financials 11.15%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 0.69%
+10,555
52
$2.37M 0.69%
+30,337
53
$2.32M 0.67%
+23,441
54
$2.29M 0.66%
+26,713
55
$2.29M 0.66%
+107,646
56
$2.27M 0.66%
+15,001
57
$2.04M 0.59%
+65,750
58
$1.77M 0.51%
+91,600
59
$1.75M 0.51%
+25,400
60
$1.71M 0.5%
+84,597
61
$1.4M 0.4%
+59,200
62
$1.35M 0.39%
+191,167
63
$1.31M 0.38%
+11,098
64
$1.24M 0.36%
+44,284
65
$1.2M 0.35%
+15,492
66
$1.13M 0.33%
+15,000
67
$1.04M 0.3%
+17,601
68
$1.03M 0.3%
+33,050
69
$1.02M 0.3%
+24,000
70
$996K 0.29%
+2,350
71
$913K 0.26%
+10,535
72
$902K 0.26%
+36,760
73
$804K 0.23%
+32,140
74
$787K 0.23%
+22,502
75
$765K 0.22%
+17,344
1 2
3
4 5