MIM

Marco Investment Management Portfolio holdings

AUM $1.31B
1-Year Est. Return 26.36%
This Quarter Est. Return
1 Year Est. Return
+26.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.45M
3
+$1.21M
4
ETN icon
Eaton
ETN
+$1.17M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$869K

Top Sells

1
+$10.3M
2
+$5.28M
3
+$4.32M
4
AMD icon
Advanced Micro Devices
AMD
+$3.08M
5
LRCX icon
Lam Research
LRCX
+$2.91M

Sector Composition

1 Technology 30.71%
2 Healthcare 15.23%
3 Financials 10.65%
4 Industrials 9.68%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.28M 0.49%
8,962
-95
52
$5.07M 0.47%
74,791
-720
53
$5M 0.46%
23,897
-185
54
$4.69M 0.43%
28,259
-149
55
$4.65M 0.43%
36,275
+160
56
$4.59M 0.43%
17,719
+784
57
$4.52M 0.42%
14,458
-159
58
$4.38M 0.41%
60,270
-40,000
59
$4.31M 0.4%
70,000
-39,500
60
$4.21M 0.39%
34,516
-153
61
$3.95M 0.37%
20,755
+3
62
$3.91M 0.36%
93,669
63
$3.73M 0.35%
147,273
+741
64
$3.64M 0.34%
21,632
-475
65
$3.62M 0.34%
62,350
-2,873
66
$3.6M 0.33%
79,281
-1,682
67
$3.54M 0.33%
13,008
+4,294
68
$3.52M 0.33%
13,856
-1,931
69
$3.46M 0.32%
45,200
70
$3.38M 0.31%
27,767
-704
71
$3.37M 0.31%
34,379
-2,050
72
$3.31M 0.31%
7,063
-688
73
$3.17M 0.29%
10,170
74
$3.13M 0.29%
30,442
-30,000
75
$3.06M 0.28%
21,103
-9,900
1 2
3
4 5