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
$724M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$5.68M
3
+$3.51M
4
AAPL icon
Apple
AAPL
+$2.92M
5
SNDK
SANDISK CORP
SNDK
+$2.51M

Top Sells

1
+$5.08M
2
+$3.97M
3
+$848K
4
INTC icon
Intel
INTC
+$744K
5
HOG icon
Harley-Davidson
HOG
+$454K

Sector Composition

1 Financials 33.92%
2 Technology 12.99%
3 Healthcare 11.55%
4 Industrials 7.69%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.72M 0.51%
74,428
+3,366
52
$3.67M 0.51%
79,623
+2,960
53
$3.65M 0.5%
105,925
54
$3.6M 0.5%
38,241
+1,303
55
$3.53M 0.49%
37,248
-1,915
56
$3.53M 0.49%
40,214
+9,777
57
$3.51M 0.48%
+7,031
58
$3.33M 0.46%
118,827
-7,639
59
$3.3M 0.46%
39,125
-4,551
60
$3.25M 0.45%
50,375
+1,200
61
$3.04M 0.42%
88,100
62
$2.97M 0.41%
65,200
+1,775
63
$2.95M 0.41%
45,882
-499
64
$2.88M 0.4%
24,213
-500
65
$2.82M 0.39%
44,479
+1,025
66
$2.8M 0.39%
34,700
67
$2.78M 0.38%
40,175
+700
68
$2.76M 0.38%
54,699
+2,382
69
$2.67M 0.37%
90,968
-10,000
70
$2.52M 0.35%
50,535
+893
71
$2.49M 0.34%
146,169
-14,698
72
$2.44M 0.34%
63,100
+1,100
73
$2.44M 0.34%
45,575
74
$2.17M 0.3%
26,694
75
$2.14M 0.3%
80,389
+7,830
1 2
3
4 5