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
$589M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.4M
3
+$1.28M
4
VZ icon
Verizon
VZ
+$1.26M
5
AAL icon
American Airlines Group
AAL
+$1.07M

Top Sells

1
+$3.95M
2
+$2.5M
3
+$2.13M
4
AAPL icon
Apple
AAPL
+$1.75M
5
DFS
Discover Financial Services
DFS
+$1.49M

Sector Composition

1 Technology 18.27%
2 Healthcare 18.04%
3 Financials 12.48%
4 Industrials 10.69%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.61%
21,895
-50
52
$3.53M 0.6%
61,173
+10,737
53
$3.45M 0.59%
44,450
-1,065
54
$3.37M 0.57%
29,741
55
$3.35M 0.57%
36,264
56
$3.28M 0.56%
44,190
-1,600
57
$3.21M 0.54%
53,591
+3,068
58
$3.16M 0.54%
250,600
-36,700
59
$3.03M 0.51%
64,100
60
$2.96M 0.5%
14,510
+10
61
$2.9M 0.49%
23,023
-400
62
$2.88M 0.49%
67,860
+14,720
63
$2.85M 0.48%
120,935
-7,985
64
$2.77M 0.47%
46,899
-2,200
65
$2.69M 0.46%
22,435
+1,365
66
$2.63M 0.45%
52,260
+2,200
67
$2.62M 0.44%
15,699
-210
68
$2.56M 0.44%
81,727
-781
69
$2.52M 0.43%
45,535
-2,100
70
$2.43M 0.41%
36,566
+447
71
$2.39M 0.41%
19,900
-600
72
$2.21M 0.38%
17,074
+4
73
$2.1M 0.36%
25,425
+25
74
$2.06M 0.35%
13,880
75
$1.98M 0.34%
25,304
-1,000
1 2
3
4 5