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
$435M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.87M
3
+$6.09M
4
DUK icon
Duke Energy
DUK
+$5.29M
5
PG icon
Procter & Gamble
PG
+$5.25M

Top Sells

1
+$2.8M
2
+$2.21M
3
+$2.13M
4
VYX icon
NCR Voyix
VYX
+$626K
5
HD icon
Home Depot
HD
+$529K

Sector Composition

1 Technology 17.64%
2 Healthcare 15.15%
3 Industrials 11.77%
4 Financials 10.44%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.17M 0.73%
+324,002
52
$3.16M 0.73%
+72,511
53
$3.12M 0.72%
55,024
+312
54
$3.05M 0.7%
19,301
+4,300
55
$2.98M 0.68%
47,400
-5,100
56
$2.95M 0.68%
107,225
+84,000
57
$2.93M 0.67%
42,603
+558
58
$2.85M 0.65%
49,175
-200
59
$2.84M 0.65%
29,476
+3
60
$2.75M 0.63%
49,833
-2,000
61
$2.73M 0.63%
43,775
-500
62
$2.67M 0.61%
+85,500
63
$2.63M 0.6%
+72,200
64
$2.63M 0.6%
+38,154
65
$2.61M 0.6%
54,499
-8,600
66
$2.55M 0.59%
54,704
+203
67
$2.54M 0.58%
66,450
+700
68
$2.52M 0.58%
26,713
69
$2.46M 0.57%
30,437
+100
70
$2.28M 0.52%
107,646
71
$2.19M 0.5%
+71,636
72
$2.09M 0.48%
20,041
-3,400
73
$2M 0.46%
+27,159
74
$2M 0.46%
+44,000
75
$1.99M 0.46%
65,784
+21,500
1 2
3
4 5