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
$789M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.02M
3
+$716K
4
PANW icon
Palo Alto Networks
PANW
+$676K
5
CRM icon
Salesforce
CRM
+$572K

Top Sells

1
+$14.8M
2
+$3.08M
3
+$3M
4
UNP icon
Union Pacific
UNP
+$2.04M
5
NVDA icon
NVIDIA
NVDA
+$1.41M

Sector Composition

1 Technology 28.03%
2 Healthcare 19.46%
3 Industrials 9.81%
4 Financials 8.84%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.89M 0.62%
52,560
-610
52
$4.77M 0.6%
44,108
+1,225
53
$4.7M 0.6%
109,500
-400
54
$4.64M 0.59%
53,104
+643
55
$4.53M 0.57%
53,100
56
$4.46M 0.57%
51,835
+293
57
$4.45M 0.56%
2,077
58
$4.02M 0.51%
105,777
+898
59
$3.59M 0.45%
118,779
60
$3.56M 0.45%
43,503
61
$3.5M 0.44%
60,101
+278
62
$3.44M 0.44%
48,318
-24
63
$3.15M 0.4%
8,769
+377
64
$3.13M 0.4%
13,558
+25
65
$3.09M 0.39%
63,850
-800
66
$2.88M 0.37%
19,321
+104
67
$2.87M 0.36%
65,359
-935
68
$2.85M 0.36%
65,487
-120
69
$2.82M 0.36%
49,100
+1,650
70
$2.64M 0.33%
81,233
-2,100
71
$2.61M 0.33%
10,141
+100
72
$2.49M 0.32%
29,504
+2,125
73
$2.48M 0.31%
10,337
+780
74
$2.47M 0.31%
22,125
-800
75
$2.29M 0.29%
17,207
-12
1 2
3
4 5