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
$1.06B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.4M
3
+$957K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$638K
5
EPD icon
Enterprise Products Partners
EPD
+$487K

Top Sells

1
+$5.83M
2
+$5.27M
3
+$1.62M
4
GPC icon
Genuine Parts
GPC
+$1.54M
5
CI icon
Cigna
CI
+$1.27M

Sector Composition

1 Technology 32.01%
2 Healthcare 15.77%
3 Industrials 10.06%
4 Financials 9.16%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.46M 0.61%
31,340
-4,900
52
$5.59M 0.53%
77,264
+2
53
$5.58M 0.53%
80,747
-2,538
54
$5.54M 0.52%
11,401
-100
55
$5.31M 0.5%
54,860
+2,128
56
$5.13M 0.48%
24,057
+445
57
$4.94M 0.47%
38,887
+2,696
58
$4.9M 0.46%
54,250
+1,860
59
$4.86M 0.46%
8,658
+205
60
$4.74M 0.45%
86,980
-6,370
61
$4.58M 0.43%
28,923
-625
62
$4.17M 0.39%
32,650
+3,357
63
$4.05M 0.38%
14,381
+1,414
64
$3.97M 0.37%
15,263
-606
65
$3.8M 0.36%
136,810
+1,050
66
$3.74M 0.35%
98,695
+988
67
$3.5M 0.33%
10,095
-100
68
$3.49M 0.33%
47,645
-425
69
$3.49M 0.33%
83,206
-1,201
70
$3.37M 0.32%
62,290
+152
71
$3.32M 0.31%
21,267
+560
72
$3.23M 0.3%
23,467
+460
73
$3.13M 0.29%
17,793
+153
74
$3.07M 0.29%
33,551
+2,826
75
$2.93M 0.28%
43,758
+5,179
1 2
3
4 5