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
$870M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$725K
3
+$636K
4
PANW icon
Palo Alto Networks
PANW
+$425K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$360K

Top Sells

1
+$7.77M
2
+$3.52M
3
+$2.03M
4
ETN icon
Eaton
ETN
+$1.75M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 30.53%
2 Healthcare 17.93%
3 Industrials 10.41%
4 Financials 8.46%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.07M 0.58%
1,996
-83
52
$5M 0.58%
36,115
+103
53
$4.98M 0.57%
31,947
-338
54
$4.63M 0.53%
52,412
-78
55
$4.57M 0.53%
137,868
-3,278
56
$4.28M 0.49%
77,938
+99
57
$4.16M 0.48%
23,872
-240
58
$4.11M 0.47%
36,435
+14,843
59
$3.99M 0.46%
8,233
-755
60
$3.51M 0.4%
27,660
+140
61
$3.38M 0.39%
11,264
-3,083
62
$3.31M 0.38%
48,895
-1,305
63
$3.15M 0.36%
10,245
64
$3.06M 0.35%
61,219
-1,803
65
$3.03M 0.35%
11,496
-512
66
$3M 0.35%
92,714
-5,482
67
$2.96M 0.34%
11,819
+576
68
$2.78M 0.32%
101,620
-16,386
69
$2.61M 0.3%
45,864
+555
70
$2.58M 0.3%
28,265
-999
71
$2.54M 0.29%
61,692
-1,243
72
$2.53M 0.29%
17,549
-26
73
$2.46M 0.28%
42,135
-4,713
74
$2.45M 0.28%
13,090
-710
75
$2.41M 0.28%
46,733
-1,373
1 2
3
4 5