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
$539M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$2.56M
3
+$2.49M
4
IP icon
International Paper
IP
+$936K
5
CBRL icon
Cracker Barrel
CBRL
+$509K

Top Sells

1
+$2.53M
2
+$2.29M
3
+$2.16M
4
AAPL icon
Apple
AAPL
+$1.28M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Sector Composition

1 Technology 23.1%
2 Healthcare 17.55%
3 Financials 11.41%
4 Consumer Staples 9.45%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.23M 0.6%
22,082
+467
52
$3.21M 0.6%
117,409
-11,400
53
$3.18M 0.59%
28,398
-394
54
$3M 0.56%
31,509
-2,287
55
$2.97M 0.55%
11,025
-780
56
$2.91M 0.54%
91,522
-7,057
57
$2.82M 0.52%
75,085
58
$2.73M 0.51%
2,667
-10
59
$2.66M 0.49%
14,022
+14
60
$2.64M 0.49%
7,719
-1,381
61
$2.53M 0.47%
20,427
-200
62
$2.5M 0.46%
14,174
-3,141
63
$2.46M 0.46%
20,667
+2,927
64
$2.3M 0.43%
36,937
-7,710
65
$2.05M 0.38%
42,449
-9,800
66
$1.87M 0.35%
11,232
-1,450
67
$1.81M 0.34%
33,619
-6,608
68
$1.74M 0.32%
14,505
69
$1.71M 0.32%
12,668
-3,338
70
$1.69M 0.31%
71,370
-3,692
71
$1.68M 0.31%
34,499
72
$1.6M 0.3%
95,100
-1,400
73
$1.59M 0.29%
28,510
+100
74
$1.58M 0.29%
19,598
-3,000
75
$1.55M 0.29%
26,183
-7,900
1 2
3
4 5