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
$697M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.28M
3
+$3.5M
4
ABBV icon
AbbVie
ABBV
+$2.39M
5
UNP icon
Union Pacific
UNP
+$2.19M

Top Sells

1
+$3.25M
2
+$2.43M
3
+$2.32M
4
INTC icon
Intel
INTC
+$2.09M
5
IAC icon
IAC Inc
IAC
+$1.41M

Sector Composition

1 Technology 27.19%
2 Healthcare 19%
3 Financials 10.25%
4 Industrials 9.74%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.79M 0.54%
46,230
52
$3.67M 0.53%
121,168
+112
53
$3.34M 0.48%
7,742
-34
54
$3.19M 0.46%
33,732
+20,575
55
$3.07M 0.44%
55,385
+4,613
56
$3.04M 0.44%
42,525
57
$2.98M 0.43%
18,300
-280
58
$2.92M 0.42%
48,554
+1,713
59
$2.83M 0.41%
39,854
-549
60
$2.81M 0.4%
26,299
-300
61
$2.79M 0.4%
20,733
+2,150
62
$2.79M 0.4%
37,625
+27,500
63
$2.71M 0.39%
10,370
-2,000
64
$2.68M 0.38%
2,257
-420
65
$2.58M 0.37%
41,619
+1,852
66
$2.56M 0.37%
11,956
-123
67
$2.53M 0.36%
5,430
-5
68
$2.51M 0.36%
52,339
+14,546
69
$2.51M 0.36%
62,668
-700
70
$2.49M 0.36%
58,600
+2,500
71
$2.29M 0.33%
55,483
-1,640
72
$2.07M 0.3%
8,805
73
$2.07M 0.3%
17,215
+800
74
$2.06M 0.3%
29,514
+700
75
$2.02M 0.29%
15,275
1 2
3
4 5