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
$887M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$649K
3
+$470K
4
TJX icon
TJX Companies
TJX
+$454K
5
DG icon
Dollar General
DG
+$420K

Top Sells

1
+$3.46M
2
+$3.31M
3
+$3.01M
4
AVGO icon
Broadcom
AVGO
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.31M

Sector Composition

1 Technology 29.97%
2 Healthcare 18.41%
3 Industrials 10.28%
4 Consumer Staples 8.4%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.12M 0.58%
2,084
+7
52
$5.08M 0.57%
52,662
+150
53
$4.77M 0.54%
24,308
-15
54
$4.74M 0.53%
109,500
55
$4.51M 0.51%
42,823
-335
56
$4.42M 0.5%
36,003
57
$4.02M 0.45%
63,459
+1,540
58
$4.01M 0.45%
76,643
+3,704
59
$4M 0.45%
9,077
+275
60
$3.98M 0.45%
102,325
-3,395
61
$3.8M 0.43%
13,595
+39
62
$3.75M 0.42%
31,800
63
$3.73M 0.42%
49,174
-1,454
64
$3.37M 0.38%
118,006
+13
65
$3.36M 0.38%
61,344
-1,876
66
$3.25M 0.37%
46,909
+533
67
$3.16M 0.36%
14,894
+203
68
$3.05M 0.34%
29,264
+60
69
$2.98M 0.34%
25,975
+4,100
70
$2.95M 0.33%
48,400
-500
71
$2.94M 0.33%
17,571
-714
72
$2.92M 0.33%
17,050
73
$2.91M 0.33%
63,450
-400
74
$2.89M 0.33%
10,107
+36
75
$2.83M 0.32%
44,692
+250
1 2
3
4 5