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
$1.16B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.52M
3
+$1.3M
4
AMTM
Amentum Holdings
AMTM
+$1.23M
5
PANW icon
Palo Alto Networks
PANW
+$660K

Top Sells

1
+$1.09M
2
+$980K
3
+$715K
4
EXAS icon
Exact Sciences
EXAS
+$598K
5
J icon
Jacobs Solutions
J
+$501K

Sector Composition

1 Technology 33.23%
2 Healthcare 14.81%
3 Industrials 9.79%
4 Financials 9.49%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.88M 0.51%
10,279
-1,249
52
$5.8M 0.5%
24,377
+320
53
$5.15M 0.44%
17,276
+1,933
54
$5.06M 0.44%
9,096
+85
55
$5.01M 0.43%
38,668
-3,864
56
$5M 0.43%
77,139
-116
57
$4.86M 0.42%
71,354
-8,775
58
$4.8M 0.41%
76,336
-1,786
59
$4.73M 0.41%
18,084
-36
60
$4.7M 0.41%
29,007
-97
61
$4.7M 0.41%
9,621
+3,123
62
$4.58M 0.4%
37,240
+735
63
$4.38M 0.38%
14,377
-295
64
$4.3M 0.37%
148,432
+5,100
65
$4.03M 0.35%
34,969
-150
66
$3.96M 0.34%
168,985
-8,300
67
$3.94M 0.34%
62,121
+851
68
$3.77M 0.33%
48,845
+1,900
69
$3.72M 0.32%
93,669
70
$3.62M 0.31%
80,513
-230
71
$3.58M 0.31%
10,120
+125
72
$3.52M 0.3%
45,123
+1,900
73
$3.43M 0.3%
35,201
-950
74
$3.42M 0.3%
29,123
75
$3.39M 0.29%
22,907
1 2
3
4 5