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
$640M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$4.17M
3
+$3.54M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.68M
5
PSX icon
Phillips 66
PSX
+$1.62M

Top Sells

1
+$394M
2
+$6.73M
3
+$2.96M
4
MON
Monsanto Co
MON
+$2.41M
5
GE icon
GE Aerospace
GE
+$2.09M

Sector Composition

1 Healthcare 20.12%
2 Technology 17.36%
3 Financials 12.49%
4 Industrials 10.03%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.85M 0.6%
40,266
+3,802
52
$3.82M 0.6%
72,000
+9,000
53
$3.79M 0.59%
52,030
+972
54
$3.78M 0.59%
41,262
+17,708
55
$3.68M 0.58%
75,620
+2,360
56
$3.55M 0.55%
55,385
-46,200
57
$3.54M 0.55%
+17,274
58
$3.21M 0.5%
41,836
-1,654
59
$3.2M 0.5%
41,550
-500
60
$3.07M 0.48%
121,235
+285
61
$3.06M 0.48%
55,289
-7,473
62
$2.94M 0.46%
21,605
+734
63
$2.75M 0.43%
46,035
+500
64
$2.73M 0.43%
50,960
-1,300
65
$2.68M 0.42%
+61,640
66
$2.67M 0.42%
19,800
-100
67
$2.66M 0.42%
16,980
-97
68
$2.6M 0.41%
18,066
-4,658
69
$2.55M 0.4%
49,310
+1,911
70
$2.48M 0.39%
14,505
-5
71
$2.48M 0.39%
83,857
+990
72
$2.47M 0.39%
32,142
+1,011
73
$2.31M 0.36%
23,480
+65
74
$2.26M 0.35%
16,275
+534
75
$2.11M 0.33%
25,425
+18,525
1 2
3
4 5