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
$859M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.54M
3
+$2.81M
4
LRCX icon
Lam Research
LRCX
+$2.56M
5
MSFT icon
Microsoft
MSFT
+$2.28M

Top Sells

1
+$3.95M
2
+$3.46M
3
+$1.57M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$790K
5
AMZN icon
Amazon
AMZN
+$757K

Sector Composition

1 Technology 29.64%
2 Healthcare 18.99%
3 Industrials 10.01%
4 Financials 8.55%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.32M 0.62%
104,879
-933
52
$4.92M 0.57%
53,100
+19,400
53
$4.78M 0.56%
109,900
+20,000
54
$4.75M 0.55%
42,883
-875
55
$4.49M 0.52%
52,461
-870
56
$4.46M 0.52%
2,077
+25
57
$4.46M 0.52%
294,280
+2,120
58
$4.24M 0.49%
67,046
+4,890
59
$4.08M 0.48%
59,823
+3,046
60
$3.96M 0.46%
43,503
+846
61
$3.72M 0.43%
48,342
+1,205
62
$3.7M 0.43%
118,779
+157
63
$3.6M 0.42%
51,542
+1,629
64
$3.42M 0.4%
66,294
+1,050
65
$3.34M 0.39%
13,533
+50
66
$3.31M 0.39%
8,392
+300
67
$3.28M 0.38%
83,333
-1,100
68
$3.2M 0.37%
47,450
-368
69
$3.11M 0.36%
65,607
+222
70
$3.05M 0.36%
64,650
-5,900
71
$3M 0.35%
20,000
72
$2.79M 0.32%
10,041
+177
73
$2.63M 0.31%
22,069
-297
74
$2.61M 0.3%
19,290
-500
75
$2.56M 0.3%
19,217
+5
1 2
3
4 5