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
$479M
AUM Growth
+$478M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.1M
3
+$3.09M
4
MDT icon
Medtronic
MDT
+$2.39M
5
JPM icon
JPMorgan Chase
JPM
+$2.32M

Top Sells

1
+$4.63M
2
+$3.25M
3
+$2.47M
4
QCOM icon
Qualcomm
QCOM
+$1.04M
5
IAC icon
IAC Inc
IAC
+$762K

Sector Composition

1 Technology 16.89%
2 Healthcare 16.1%
3 Industrials 11.7%
4 Financials 10.63%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.8M 0.79%
76,663
+7,784
52
$3.56M 0.74%
21,751
+2,250
53
$3.51M 0.73%
35,949
-25,298
54
$3.51M 0.73%
50,007
-97
55
$3.39M 0.71%
44,501
+1,898
56
$3.3M 0.69%
91,000
+10,600
57
$3.23M 0.67%
49,175
58
$3.17M 0.66%
42,204
+2,050
59
$3.11M 0.65%
103,925
+3,700
60
$3.08M 0.64%
241,755
-59,754
61
$3.08M 0.64%
83,550
-800
62
$2.97M 0.62%
60,750
+600
63
$2.92M 0.61%
24,713
-800
64
$2.82M 0.59%
45,575
-2,758
65
$2.75M 0.57%
48,045
+6,918
66
$2.72M 0.57%
38,375
-3,750
67
$2.71M 0.56%
52,199
68
$2.68M 0.56%
46,000
+4,600
69
$2.67M 0.56%
97,646
-10,000
70
$2.66M 0.56%
55,989
+435
71
$2.64M 0.55%
30,437
72
$2.41M 0.5%
112,100
73
$2.29M 0.48%
132,908
+5,867
74
$2.19M 0.46%
62,000
-1,000
75
$2.04M 0.43%
25,639
+600
1 2
3
4 5