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
$1.08B
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.2M
3
+$1.83M
4
CVX icon
Chevron
CVX
+$1.01M
5
CRM icon
Salesforce
CRM
+$592K

Top Sells

1
+$2.76M
2
+$1.98M
3
+$1.02M
4
IFF icon
International Flavors & Fragrances
IFF
+$752K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$607K

Sector Composition

1 Technology 34.72%
2 Healthcare 14.42%
3 Industrials 9.23%
4 Financials 9.16%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.69M 0.53%
77,255
-9
52
$5.58M 0.51%
57,722
+3,995
53
$5.49M 0.51%
177,285
+1,462
54
$5.4M 0.5%
24,057
55
$5.08M 0.47%
9,011
+353
56
$4.91M 0.45%
42,532
+3,645
57
$4.61M 0.43%
78,122
-46,736
58
$4.59M 0.42%
36,505
+3,855
59
$4.25M 0.39%
29,104
+181
60
$4.01M 0.37%
143,332
+6,522
61
$3.9M 0.36%
15,343
+80
62
$3.74M 0.34%
14,672
+291
63
$3.73M 0.34%
93,669
-5,026
64
$3.59M 0.33%
18,120
+327
65
$3.52M 0.32%
35,119
-19,741
66
$3.46M 0.32%
82,620
-4,360
67
$3.39M 0.31%
80,129
-618
68
$3.33M 0.31%
80,743
-2,463
69
$3.24M 0.3%
61,270
-1,020
70
$3.21M 0.3%
29,123
+2,618
71
$3.19M 0.29%
46,945
-700
72
$3.11M 0.29%
6,498
+60
73
$3.03M 0.28%
9,995
-100
74
$3.03M 0.28%
15,660
+2,661
75
$2.93M 0.27%
22,157
+890
1 2
3
4 5