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
$644M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.32M
3
+$2.51M
4
TFC icon
Truist Financial
TFC
+$2.04M
5
DIS icon
Walt Disney
DIS
+$564K

Top Sells

1
+$1.8M
2
+$1.73M
3
+$1.54M
4
IFF icon
International Flavors & Fragrances
IFF
+$556K
5
DHI icon
D.R. Horton
DHI
+$469K

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Financials 11.34%
4 Industrials 10.09%
5 Consumer Staples 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.57%
51,486
+179
52
$3.61M 0.56%
32,417
-277
53
$3.51M 0.54%
73,824
-45
54
$3.44M 0.53%
77,379
+2,462
55
$3.32M 0.52%
66,000
+500
56
$3.28M 0.51%
52,950
+40,400
57
$3.19M 0.5%
2,682
+10
58
$3.02M 0.47%
14,324
-50
59
$3M 0.47%
46,798
-954
60
$2.87M 0.44%
35,879
-683
61
$2.75M 0.43%
25,931
-187
62
$2.75M 0.43%
7,776
+112
63
$2.75M 0.43%
13,909
64
$2.68M 0.42%
19,481
-724
65
$2.66M 0.41%
48,662
+7
66
$2.61M 0.41%
12,737
-50
67
$2.45M 0.38%
56,210
68
$2.37M 0.37%
82,622
-7,800
69
$2.33M 0.36%
21,575
-400
70
$2.33M 0.36%
79,056
-318
71
$2.24M 0.35%
103,650
-10,759
72
$2.04M 0.32%
14,805
73
$2.04M 0.32%
+36,125
74
$1.88M 0.29%
21,364
+5,620
75
$1.87M 0.29%
29,083
+227
1 2
3
4 5