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
$576M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.19M
3
+$1.73M
4
AMGN icon
Amgen
AMGN
+$1.04M
5
SCHW icon
Charles Schwab
SCHW
+$584K

Top Sells

1
+$203M
2
+$11M
3
+$6.45M
4
VTRS icon
Viatris
VTRS
+$3.8M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.28M

Sector Composition

1 Technology 18.06%
2 Healthcare 13.88%
3 Financials 11.08%
4 Industrials 9.92%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.07M 0.71%
41,995
-2,705
52
$4.04M 0.7%
122,246
+4,278
53
$3.78M 0.66%
38,760
+4
54
$3.71M 0.64%
115,000
55
$3.66M 0.64%
75,331
-77
56
$3.54M 0.62%
40,124
+1,167
57
$3.51M 0.61%
51,729
+850
58
$3.46M 0.6%
37,114
59
$3.36M 0.58%
59,352
+300
60
$3.35M 0.58%
110,084
+19,200
61
$3.26M 0.57%
270,622
+22,813
62
$3.22M 0.56%
53,125
+1,500
63
$3.2M 0.56%
34,700
64
$3.05M 0.53%
24,213
65
$2.94M 0.51%
41,540
+665
66
$2.91M 0.5%
160,555
-1,467
67
$2.74M 0.48%
68,100
+7,200
68
$2.74M 0.48%
77,200
-10,900
69
$2.58M 0.45%
27,452
-1,950
70
$2.58M 0.45%
45,785
+402
71
$2.54M 0.44%
51,175
+800
72
$2.54M 0.44%
64,642
+9,796
73
$2.44M 0.42%
14,500
74
$2.27M 0.39%
32,000
+100
75
$2.27M 0.39%
147,611
-1,070
1 2
3
4 5