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
$1.02B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.11M
3
+$3.93M
4
GPN icon
Global Payments
GPN
+$2.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.9M

Top Sells

1
+$6.9M
2
+$5.42M
3
+$5.23M
4
AMGN icon
Amgen
AMGN
+$4.05M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Sector Composition

1 Technology 31.37%
2 Healthcare 17.32%
3 Consumer Discretionary 9.13%
4 Industrials 9.1%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.72M 0.56%
33,458
+701
52
$5.57M 0.55%
41,168
+22,030
53
$5.49M 0.54%
105,729
-104,376
54
$5.45M 0.54%
51,920
-270
55
$5.41M 0.53%
25,371
-195
56
$5.38M 0.53%
35,234
+2,100
57
$5.28M 0.52%
118,604
-591
58
$5.22M 0.51%
62,047
59
$5.09M 0.5%
65,393
+1,740
60
$4.87M 0.48%
29,220
+3,280
61
$4.75M 0.47%
14,117
+820
62
$4.35M 0.43%
10,498
+14
63
$4.34M 0.43%
60,390
+120
64
$4.3M 0.42%
2,052
65
$4.24M 0.42%
47,773
+150
66
$4.05M 0.4%
51,525
67
$3.98M 0.39%
8,092
+292
68
$3.84M 0.38%
52,956
+13,372
69
$3.75M 0.37%
52,376
-1,553
70
$3.73M 0.37%
20,000
-18
71
$3.72M 0.37%
63,479
-200
72
$3.67M 0.36%
64,624
+98
73
$3.62M 0.36%
49,821
-1,399
74
$3.6M 0.35%
13,448
75
$3.55M 0.35%
57,952
-109
1 2
3
4 5