MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$2.53M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$1.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$955K

Top Sells

1
+$3.33M
2
+$1.07M
3
+$677K
4
GIS icon
General Mills
GIS
+$640K
5
KO icon
Coca-Cola
KO
+$379K

Sector Composition

1 Technology 34.72%
2 Healthcare 13.18%
3 Financials 11.35%
4 Industrials 9.59%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.75M 0.48%
26,211
+5,456
52
$5.64M 0.47%
17,750
+31
53
$5.42M 0.45%
70,000
54
$5.16M 0.43%
13,650
-206
55
$5.15M 0.43%
9,077
+115
56
$5.13M 0.43%
74,431
-360
57
$4.65M 0.39%
13,018
+10
58
$4.53M 0.38%
11,162
-400
59
$4.44M 0.37%
93,906
+237
60
$4.43M 0.37%
37,075
+800
61
$4.31M 0.36%
28,209
-50
62
$4.28M 0.36%
30,142
-300
63
$4.23M 0.35%
14,489
+31
64
$4.2M 0.35%
24,650
+1,045
65
$4.11M 0.34%
34,839
+323
66
$3.89M 0.32%
7,058
-5
67
$3.86M 0.32%
21,103
68
$3.75M 0.31%
46,882
-8,550
69
$3.72M 0.31%
22,044
+412
70
$3.62M 0.3%
62,751
+401
71
$3.61M 0.3%
83,540
+4,259
72
$3.61M 0.3%
48,608
+2,800
73
$3.47M 0.29%
44,500
-700
74
$3.42M 0.28%
27,663
-104
75
$3.36M 0.28%
138,509
-8,764
1 2
3
4 5