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
$645M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.75M
3
+$1.41M
4
AMGN icon
Amgen
AMGN
+$972K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$700K

Top Sells

1
+$3.4M
2
+$3.18M
3
+$2.88M
4
UNH icon
UnitedHealth
UNH
+$1.38M
5
PG icon
Procter & Gamble
PG
+$1.35M

Sector Composition

1 Healthcare 21.42%
2 Technology 20.29%
3 Financials 12.2%
4 Consumer Staples 8.42%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.64%
33,831
-294
52
$3.72M 0.58%
98,080
-2,900
53
$3.66M 0.57%
67,800
-1,800
54
$3.6M 0.56%
32,045
-1,119
55
$3.55M 0.55%
25,721
+2,114
56
$3.46M 0.54%
122,839
-21
57
$3.29M 0.51%
59,300
-13,730
58
$3.09M 0.48%
46,129
-625
59
$3.01M 0.47%
46,774
+2,074
60
$2.99M 0.46%
57,370
-172
61
$2.88M 0.45%
17,600
+100
62
$2.79M 0.43%
114,900
+2,410
63
$2.7M 0.42%
29,380
-561
64
$2.69M 0.42%
35,998
+500
65
$2.66M 0.41%
19,898
-3,292
66
$2.62M 0.41%
39,655
-500
67
$2.5M 0.39%
30,640
68
$2.49M 0.39%
9,021
+143
69
$2.21M 0.34%
18,376
-1,705
70
$2.2M 0.34%
24,030
-35
71
$2.18M 0.34%
13,911
-1,148
72
$2.17M 0.34%
27,495
+3,725
73
$2.07M 0.32%
6,740
74
$2.01M 0.31%
82,833
+775
75
$2M 0.31%
73,210
-8,114
1 2
3
4 5