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
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.02M
3
+$1.81M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.43M
5
ABT icon
Abbott
ABT
+$1.4M

Top Sells

1
+$5.73M
2
+$3.16M
3
+$2.04M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$956K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

1 Technology 35.06%
2 Healthcare 13.47%
3 Financials 10.28%
4 Industrials 9.35%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.45M 0.56%
2,015
52
$6.19M 0.53%
11,907
-490
53
$5.71M 0.49%
77,139
54
$5.55M 0.48%
9,482
-797
55
$5.06M 0.44%
24,082
-295
56
$5.04M 0.44%
31,003
-25
57
$4.99M 0.43%
15,787
-1,489
58
$4.71M 0.41%
9,057
-39
59
$4.55M 0.39%
20,752
+5,214
60
$4.43M 0.38%
36,115
-1,125
61
$4.24M 0.37%
14,617
+240
62
$4.12M 0.36%
22,107
-800
63
$4.12M 0.36%
93,669
64
$4.11M 0.35%
28,408
-599
65
$3.96M 0.34%
7,751
-1,870
66
$3.89M 0.34%
146,532
-1,900
67
$3.86M 0.33%
45,208
+85
68
$3.86M 0.33%
68,660
-2,694
69
$3.74M 0.32%
34,669
-300
70
$3.58M 0.31%
10,170
+50
71
$3.48M 0.3%
65,223
+3,102
72
$3.48M 0.3%
45,200
-3,645
73
$3.44M 0.3%
28,471
-652
74
$3.39M 0.29%
75,511
-825
75
$3.32M 0.29%
36,429
+1,228
1 2
3
4 5