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
$907M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.78M
3
+$4.24M
4
LRCX icon
Lam Research
LRCX
+$3.43M
5
MTCH icon
Match Group
MTCH
+$3.33M

Top Sells

1
+$2M
2
+$1.4M
3
+$330K
4
TGT icon
Target
TGT
+$312K
5
MSFT icon
Microsoft
MSFT
+$301K

Sector Composition

1 Technology 28.95%
2 Healthcare 18.07%
3 Financials 10.32%
4 Industrials 8.97%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.29M 0.58%
32,757
-65
52
$5.26M 0.58%
65,946
+25,956
53
$5.09M 0.56%
52,190
+15
54
$5.06M 0.56%
119,195
-2,031
55
$5M 0.55%
13,888
+4
56
$5M 0.55%
14,943
+5,990
57
$4.58M 0.51%
11,616
58
$4.52M 0.5%
62,047
+81
59
$4.51M 0.5%
13,297
-90
60
$4.26M 0.47%
25,940
+2,600
61
$4.04M 0.45%
51,525
+13,100
62
$3.73M 0.41%
63,679
-760
63
$3.71M 0.41%
64,526
+2,259
64
$3.58M 0.39%
51,220
-28,699
65
$3.53M 0.39%
47,623
+943
66
$3.48M 0.38%
2,052
67
$3.48M 0.38%
42,559
-68
68
$3.48M 0.38%
7,800
+48
69
$3.43M 0.38%
+60,270
70
$3.42M 0.38%
58,061
-2,022
71
$3.39M 0.37%
53,929
+852
72
$3.35M 0.37%
10,484
+14
73
$3.33M 0.37%
+21,185
74
$3.24M 0.36%
13,448
+20
75
$3.24M 0.36%
25,171
1 2
3
4 5