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
$546M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$4.65M
3
+$2.35M
4
RTX icon
RTX Corp
RTX
+$1.16M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$842K

Top Sells

1
+$11.5M
2
+$7.95M
3
+$6.1M
4
AGN
Allergan plc
AGN
+$4.73M
5
JPM icon
JPMorgan Chase
JPM
+$1.37M

Sector Composition

1 Technology 27.09%
2 Healthcare 18.97%
3 Financials 10.11%
4 Consumer Staples 9.37%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.53%
121,042
+14
52
$2.81M 0.51%
49,380
-1,200
53
$2.8M 0.51%
48,537
-610
54
$2.79M 0.51%
66,268
-2,000
55
$2.75M 0.5%
19,483
+1,352
56
$2.67M 0.49%
12,444
-380
57
$2.49M 0.46%
73,824
58
$2.38M 0.44%
12,929
-980
59
$2.28M 0.42%
59,000
60
$2.16M 0.4%
40,635
-664
61
$2.11M 0.39%
29,314
-903
62
$2M 0.37%
5,510
63
$1.97M 0.36%
26,699
+2,080
64
$1.9M 0.35%
32,367
+3,914
65
$1.81M 0.33%
35,342
+2,143
66
$1.8M 0.33%
15,576
+1,935
67
$1.78M 0.33%
43,804
-664
68
$1.78M 0.33%
20,426
+164
69
$1.75M 0.32%
76,619
-1,244
70
$1.72M 0.32%
32,825
-1,398
71
$1.72M 0.31%
12,440
+1,200
72
$1.44M 0.26%
16,415
-800
73
$1.41M 0.26%
22,825
+18,838
74
$1.38M 0.25%
36,693
-4,395
75
$1.37M 0.25%
30,912
-3,363
1 2
3
4 5