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
$861M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.58M
3
+$2.99M
4
KLAC icon
KLA
KLAC
+$2.9M
5
AMD icon
Advanced Micro Devices
AMD
+$2.82M

Top Sells

1
+$1.45M
2
+$1.32M
3
+$492K
4
SCHW icon
Charles Schwab
SCHW
+$364K
5
HD icon
Home Depot
HD
+$322K

Sector Composition

1 Technology 28.72%
2 Healthcare 17.79%
3 Financials 10.76%
4 Industrials 9.7%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.15M 0.6%
52,175
-70
52
$5.05M 0.59%
13,884
-65
53
$5M 0.58%
121,226
+49
54
$4.66M 0.54%
13,387
+130
55
$4.51M 0.52%
61,966
-5,000
56
$4.36M 0.51%
71,611
+11,941
57
$4.01M 0.47%
23,340
+6,000
58
$3.94M 0.46%
62,267
+6,681
59
$3.89M 0.45%
42,627
-1,105
60
$3.79M 0.44%
60,083
+1,662
61
$3.65M 0.42%
7,752
+35
62
$3.58M 0.42%
+25,171
63
$3.58M 0.42%
64,439
+11,775
64
$3.43M 0.4%
53,077
+3,273
65
$3.23M 0.38%
46,680
-2,650
66
$3.23M 0.38%
28,899
+2,500
67
$3.13M 0.36%
46,797
+4,580
68
$3.1M 0.36%
13,428
69
$3.09M 0.36%
10,470
+100
70
$3.06M 0.36%
2,052
71
$3.06M 0.36%
22,873
+1,050
72
$3.05M 0.35%
20,394
+4,520
73
$3.04M 0.35%
35,417
+5,903
74
$3M 0.35%
58,600
75
$2.99M 0.35%
38,425
+800
1 2
3
4 5