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
$656M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$4.52M
3
+$3.04M
4
MU icon
Micron Technology
MU
+$2.07M
5
AVGO icon
Broadcom
AVGO
+$1.48M

Top Sells

1
+$2.68M
2
+$2.47M
3
+$2.21M
4
ABBV icon
AbbVie
ABBV
+$1.87M
5
CAT icon
Caterpillar
CAT
+$1.43M

Sector Composition

1 Healthcare 19.58%
2 Technology 19.24%
3 Financials 12.71%
4 Industrials 9.84%
5 Consumer Staples 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.91M 0.6%
74,160
-1,460
52
$3.8M 0.58%
70,500
-1,500
53
$3.74M 0.57%
39,371
-895
54
$3.59M 0.55%
121,754
+519
55
$3.52M 0.54%
34,790
-6,472
56
$3.43M 0.52%
42,300
+750
57
$3.32M 0.51%
22,597
+992
58
$3.29M 0.5%
44,204
-7,826
59
$3.27M 0.5%
41,336
-500
60
$3.22M 0.49%
44,425
-4,270
61
$3.11M 0.47%
218,800
-30,600
62
$3.1M 0.47%
56,046
+757
63
$3.05M 0.46%
19,900
+100
64
$2.82M 0.43%
50,960
65
$2.65M 0.4%
41,035
-5,000
66
$2.6M 0.4%
15,080
-1,900
67
$2.57M 0.39%
43,310
-6,000
68
$2.55M 0.39%
14,505
69
$2.54M 0.39%
99,040
+57,790
70
$2.53M 0.39%
30,507
+5,082
71
$2.41M 0.37%
82,154
-1,703
72
$2.36M 0.36%
31,408
-734
73
$2.33M 0.36%
56,675
+50,310
74
$2.23M 0.34%
15,213
-1,062
75
$2.22M 0.34%
18,499
+433
1 2
3
4 5