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
$1.9M
AUM Growth
-$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.84M
3
+$775K
4
ORCL icon
Oracle
ORCL
+$729K
5
EBAY icon
eBay
EBAY
+$721K

Top Sells

1
+$3.47M
2
+$2.41M
3
+$2.15M
4
DFS
Discover Financial Services
DFS
+$2.01M
5
ENDP
Endo International plc
ENDP
+$2M

Sector Composition

1 Healthcare 48.23%
2 Financials 33.49%
3 Technology 4.23%
4 Industrials 2.84%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.64K 0.19%
73,686
+2,050
52
$3.54K 0.19%
50,104
+697
53
$3.5K 0.18%
167,564
+108,721
54
$3.47K 0.18%
84,350
55
$3.46K 0.18%
19,501
+200
56
$3.25K 0.17%
100,225
-7,000
57
$3.24K 0.17%
43,100
-4,300
58
$3.08K 0.16%
48,333
-1,500
59
$3.07K 0.16%
42,603
60
$3.06K 0.16%
40,154
+2,000
61
$3.01K 0.16%
49,175
62
$2.94K 0.15%
30,330
+854
63
$2.8K 0.15%
107,646
64
$2.73K 0.14%
55,554
+850
65
$2.73K 0.14%
25,513
-1,200
66
$2.73K 0.14%
42,125
-1,650
67
$2.65K 0.14%
80,400
-5,100
68
$2.61K 0.14%
60,150
-6,300
69
$2.6K 0.14%
52,199
-2,300
70
$2.56K 0.13%
21,941
+1,900
71
$2.53K 0.13%
30,437
72
$2.5K 0.13%
112,100
+16,500
73
$2.37K 0.12%
41,127
+31,814
74
$2.32K 0.12%
41,400
-38,400
75
$2.2K 0.12%
63,000
-2,784
1 2
3
4 5