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
$766M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.91M
3
+$3.15M
4
CDNS icon
Cadence Design Systems
CDNS
+$2.74M
5
IFF icon
International Flavors & Fragrances
IFF
+$2.22M

Top Sells

1
+$1.64M
2
+$493K
3
+$476K
4
ILMN icon
Illumina
ILMN
+$461K
5
T icon
AT&T
T
+$441K

Sector Composition

1 Technology 27.7%
2 Healthcare 18.14%
3 Financials 10.88%
4 Industrials 9.92%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.34M 0.57%
11,616
-1,234
52
$3.9M 0.51%
13,257
-1,615
53
$3.85M 0.5%
49,330
+3,100
54
$3.74M 0.49%
43,732
+10,000
55
$3.6M 0.47%
269,960
+122,880
56
$3.55M 0.46%
55,586
+201
57
$3.26M 0.43%
58,421
+2,938
58
$3.16M 0.41%
59,670
-2,998
59
$3.15M 0.41%
+40,100
60
$3.11M 0.41%
7,717
-25
61
$3.07M 0.4%
52,664
+325
62
$3.06M 0.4%
49,804
+1,250
63
$3.03M 0.4%
21,823
+1,090
64
$3.01M 0.39%
13,428
+1,472
65
$2.96M 0.39%
37,625
66
$2.88M 0.38%
26,399
+100
67
$2.88M 0.38%
2,052
-205
68
$2.87M 0.37%
10,370
69
$2.77M 0.36%
58,600
70
$2.74M 0.36%
+20,000
71
$2.68M 0.35%
17,340
-960
72
$2.67M 0.35%
42,217
+598
73
$2.63M 0.34%
15,275
74
$2.48M 0.32%
5,430
75
$2.41M 0.31%
29,514
1 2
3
4 5