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
$925M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$967K
2
+$821K
3
+$783K
4
HON icon
Honeywell
HON
+$693K
5
EXAS icon
Exact Sciences
EXAS
+$613K

Top Sells

1
+$3.98M
2
+$3.77M
3
+$2.9M
4
ORCL icon
Oracle
ORCL
+$1.98M
5
AMZN icon
Amazon
AMZN
+$1.08M

Sector Composition

1 Technology 32.18%
2 Healthcare 17.47%
3 Industrials 10.05%
4 Financials 8.43%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.21M 0.56%
36,012
+9
52
$5.18M 0.56%
2,079
-5
53
$5.18M 0.56%
141,146
-8,823
54
$4.72M 0.51%
24,112
-196
55
$4.71M 0.51%
52,490
-172
56
$4.41M 0.48%
77,839
+1,196
57
$4.34M 0.47%
44,035
+1,212
58
$4.32M 0.47%
8,988
-89
59
$4.12M 0.44%
14,347
-547
60
$3.77M 0.41%
63,022
-437
61
$3.65M 0.39%
98,196
-4,129
62
$3.58M 0.39%
12,008
-1,587
63
$3.52M 0.38%
31,800
64
$3.39M 0.37%
118,006
65
$3.28M 0.35%
50,200
+1,800
66
$3.16M 0.34%
10,245
+138
67
$3.15M 0.34%
27,520
+1,545
68
$3.13M 0.34%
46,848
-2,326
69
$3.11M 0.34%
15,472
-1,578
70
$2.97M 0.32%
17,575
+4
71
$2.96M 0.32%
17,452
+4,612
72
$2.94M 0.32%
11,243
+3,138
73
$2.94M 0.32%
45,991
-918
74
$2.9M 0.31%
29,264
75
$2.71M 0.29%
13,800
1 2
3
4 5