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
$985M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.53M
3
+$2.17M
4
SYK icon
Stryker
SYK
+$2.17M
5
LRCX icon
Lam Research
LRCX
+$2.15M

Top Sells

1
+$4.01M
2
+$3.77M
3
+$3.71M
4
SYY icon
Sysco
SYY
+$3.49M
5
INTC icon
Intel
INTC
+$2.93M

Sector Composition

1 Technology 30.39%
2 Healthcare 18.06%
3 Industrials 9.81%
4 Financials 8.52%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.94M 0.6%
33,527
+69
52
$5.9M 0.6%
84,433
+19,040
53
$5.77M 0.59%
49,913
+2,711
54
$5.75M 0.58%
51,470
-450
55
$5.62M 0.57%
42,657
-7,500
56
$5.4M 0.55%
100,390
+40,000
57
$5.39M 0.55%
105,812
+83
58
$5.24M 0.53%
62,156
+109
59
$4.99M 0.51%
30,640
+1,420
60
$4.89M 0.5%
118,622
+18
61
$4.69M 0.48%
70,550
-300
62
$4.59M 0.47%
35,234
63
$4.49M 0.46%
33,700
+12,000
64
$4.41M 0.45%
53,331
-4,621
65
$4.29M 0.44%
47,818
+45
66
$4.2M 0.43%
2,052
67
$4.16M 0.42%
65,244
+620
68
$3.95M 0.4%
11,616
-11,103
69
$3.94M 0.4%
56,777
+4,401
70
$3.84M 0.39%
17,261
+3,144
71
$3.82M 0.39%
8,092
72
$3.71M 0.38%
65,385
+1,906
73
$3.57M 0.36%
18,247
-81
74
$3.44M 0.35%
47,137
+100
75
$3.35M 0.34%
48,549
+3,138
1 2
3
4 5