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
$586M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.9M
3
+$4.42M
4
CAT icon
Caterpillar
CAT
+$4.2M
5
CVS icon
CVS Health
CVS
+$3.37M

Top Sells

1
+$6.84M
2
+$4.12M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$529K
5
CTSH icon
Cognizant
CTSH
+$476K

Sector Composition

1 Technology 22.24%
2 Healthcare 17.61%
3 Financials 11.12%
4 Industrials 10.71%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.49M 0.6%
20,618
+114
52
$3.4M 0.58%
47,752
-692
53
$3.35M 0.57%
32,694
+78
54
$3.09M 0.53%
73,869
-4,555
55
$2.99M 0.51%
13,909
56
$2.96M 0.51%
65,500
-100
57
$2.95M 0.5%
21,975
+450
58
$2.92M 0.5%
74,917
-168
59
$2.9M 0.49%
2,672
+5
60
$2.87M 0.49%
20,205
+78
61
$2.77M 0.47%
14,374
+500
62
$2.73M 0.47%
7,664
-21
63
$2.6M 0.44%
26,118
-2,339
64
$2.53M 0.43%
36,562
-875
65
$2.44M 0.42%
90,422
+800
66
$2.35M 0.4%
114,409
-2,500
67
$2.32M 0.4%
48,655
-328
68
$2.28M 0.39%
12,787
+335
69
$2.27M 0.39%
79,374
-3,560
70
$2.23M 0.38%
56,210
+3,158
71
$2M 0.34%
14,805
72
$1.89M 0.32%
97,650
-1,000
73
$1.8M 0.31%
26,158
+100
74
$1.76M 0.3%
12,666
+155
75
$1.75M 0.3%
34,700
+620
1 2
3
4 5