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
$561M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.1M
3
+$2.42M
4
INTC icon
Intel
INTC
+$2.41M
5
UNH icon
UnitedHealth
UNH
+$2.04M

Top Sells

1
+$4.01M
2
+$2.49M
3
+$1.83M
4
COST icon
Costco
COST
+$1.07M
5
APTV icon
Aptiv
APTV
+$702K

Sector Composition

1 Technology 23.08%
2 Healthcare 17.8%
3 Financials 11.6%
4 Consumer Staples 9.51%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.22M 0.57%
59,480
+2,620
52
$3.15M 0.56%
78,424
-31
53
$3.05M 0.54%
32,616
+1,107
54
$2.95M 0.53%
28,457
+59
55
$2.93M 0.52%
2,667
56
$2.93M 0.52%
116,909
-500
57
$2.92M 0.52%
89,622
-1,900
58
$2.92M 0.52%
75,085
59
$2.9M 0.52%
65,600
60
$2.89M 0.52%
13,909
-113
61
$2.86M 0.51%
21,525
+858
62
$2.81M 0.5%
7,685
-34
63
$2.68M 0.48%
20,127
-300
64
$2.62M 0.47%
37,437
+500
65
$2.56M 0.46%
13,874
-300
66
$2.51M 0.45%
46,078
+12,459
67
$2.42M 0.43%
+48,983
68
$2.4M 0.43%
12,452
+1,220
69
$2.18M 0.39%
53,052
+31,680
70
$2.1M 0.37%
82,934
+11,564
71
$2.04M 0.36%
14,805
+300
72
$1.79M 0.32%
34,499
73
$1.74M 0.31%
98,650
-5,600
74
$1.65M 0.29%
12,511
-157
75
$1.64M 0.29%
26,058
-125
1 2
3
4 5