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
$610M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.43M
3
+$1.98M
4
MSFT icon
Microsoft
MSFT
+$1.83M
5
MRK icon
Merck
MRK
+$1.61M

Top Sells

1
+$3.03M
2
+$866K
3
+$833K
4
C icon
Citigroup
C
+$703K
5
XOM icon
Exxon Mobil
XOM
+$333K

Sector Composition

1 Technology 27.32%
2 Healthcare 18.5%
3 Consumer Staples 9.65%
4 Industrials 9.61%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.48%
18,580
+6,140
52
$2.92M 0.48%
121,056
+14
53
$2.79M 0.46%
12,370
-74
54
$2.76M 0.45%
46,841
-1,696
55
$2.74M 0.45%
18,583
-900
56
$2.65M 0.43%
12,079
-850
57
$2.64M 0.43%
72,966
-858
58
$2.45M 0.4%
42,525
+19,700
59
$2.43M 0.4%
+21,967
60
$2.4M 0.39%
5,435
-75
61
$2.4M 0.39%
39,767
+7,400
62
$2.39M 0.39%
50,772
+6,968
63
$2.29M 0.37%
26,599
-100
64
$2.24M 0.37%
40,403
-232
65
$2.08M 0.34%
63,368
-2,900
66
$2.03M 0.33%
149,880
+93,200
67
$1.96M 0.32%
57,123
-9,693
68
$1.93M 0.32%
56,100
-2,900
69
$1.91M 0.31%
20,075
-351
70
$1.81M 0.3%
15,602
+26
71
$1.7M 0.28%
78,755
+2,136
72
$1.68M 0.27%
16,415
73
$1.55M 0.25%
8,744
+3,809
74
$1.49M 0.24%
28,814
-500
75
$1.44M 0.24%
37,793
+1,100
1 2
3
4 5