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
$976M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.59M
3
+$1.6M
4
ORCL icon
Oracle
ORCL
+$1.6M
5
TSLA icon
Tesla
TSLA
+$1.45M

Top Sells

1
+$5.99M
2
+$2M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$696K
5
AMGN icon
Amgen
AMGN
+$665K

Sector Composition

1 Technology 32.63%
2 Healthcare 15.99%
3 Industrials 10.19%
4 Financials 8.85%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.52M 0.57%
93,350
-6,075
52
$5.32M 0.54%
77,262
-676
53
$5.21M 0.53%
2,015
+19
54
$5.12M 0.52%
52,732
+320
55
$4.97M 0.51%
23,612
-260
56
$4.63M 0.47%
29,548
-2,399
57
$4.61M 0.47%
8,453
+220
58
$4.38M 0.45%
17,640
+5,821
59
$4.35M 0.45%
22,740
+20,975
60
$4.07M 0.42%
11,501
+237
61
$3.91M 0.4%
135,760
-2,108
62
$3.89M 0.4%
36,191
-244
63
$3.84M 0.39%
12,967
+1,471
64
$3.63M 0.37%
48,070
-825
65
$3.58M 0.37%
10,195
-50
66
$3.57M 0.37%
62,138
+919
67
$3.54M 0.36%
29,293
+1,633
68
$3.49M 0.36%
23,007
-369
69
$3.42M 0.35%
15,869
+2,779
70
$3.29M 0.34%
97,707
-3,913
71
$3.18M 0.33%
84,407
-8,307
72
$3.11M 0.32%
45,564
-300
73
$2.95M 0.3%
30,725
+2,460
74
$2.82M 0.29%
20,707
+2,025
75
$2.64M 0.27%
6,438
+658
1 2
3
4 5