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
$574M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.43M
3
+$2.1M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
EPD icon
Enterprise Products Partners
EPD
+$2M

Top Sells

1
+$3.57M
2
+$3.23M
3
+$1.51M
4
PARA
Paramount Global Class B
PARA
+$1.39M
5
AKAM icon
Akamai
AKAM
+$1.27M

Sector Composition

1 Technology 17.36%
2 Healthcare 17.03%
3 Financials 12.94%
4 Industrials 12.02%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.5M 0.61%
75,079
-3,150
52
$3.49M 0.61%
45,515
53
$3.46M 0.6%
36,264
-400
54
$3.45M 0.6%
149,733
55
$3.42M 0.6%
287,300
-5,800
56
$3.35M 0.58%
14,500
57
$3.34M 0.58%
21,945
+4,070
58
$3.13M 0.55%
29,741
-300
59
$3.07M 0.54%
45,790
-100
60
$3.04M 0.53%
64,100
-600
61
$3.03M 0.53%
49,099
+200
62
$3M 0.52%
50,523
+719
63
$2.85M 0.5%
128,920
-2,987
64
$2.81M 0.49%
50,436
+13,782
65
$2.65M 0.46%
23,423
-326
66
$2.65M 0.46%
82,508
-2,519
67
$2.61M 0.46%
47,635
+480
68
$2.55M 0.45%
50,060
69
$2.52M 0.44%
15,909
70
$2.4M 0.42%
20,500
-500
71
$2.36M 0.41%
36,119
-2,177
72
$2.34M 0.41%
21,070
-748
73
$2.21M 0.39%
26,304
-450
74
$2.11M 0.37%
53,140
+26,000
75
$2.1M 0.37%
33,029
-21,899
1 2
3
4 5