MIM

Marco Investment Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 32.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$6.02M
3
+$4.42M
4
MTZ icon
MasTec
MTZ
+$1.27M
5
UNP icon
Union Pacific
UNP
+$523K

Top Sells

1
+$11M
2
+$3.15M
3
+$806K
4
JPM icon
JPMorgan Chase
JPM
+$763K
5
AAPL icon
Apple
AAPL
+$630K

Sector Composition

1 Technology 34.62%
2 Healthcare 13.67%
3 Financials 11.12%
4 Industrials 9.73%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.23M 0.55%
20,342
52
$7.21M 0.55%
62,961
-1,035
53
$6.73M 0.52%
31,605
+6,955
54
$5.88M 0.45%
69,900
-100
55
$5.75M 0.44%
76,236
+1,805
56
$5.66M 0.43%
13,657
+7
57
$5.28M 0.4%
28,464
+255
58
$5.23M 0.4%
10,776
-386
59
$5.15M 0.39%
13,748
+730
60
$4.84M 0.37%
29,942
-200
61
$4.79M 0.37%
92,772
-1,134
62
$4.56M 0.35%
9,143
+66
63
$4.54M 0.35%
21,244
-800
64
$4.41M 0.34%
14,523
+34
65
$4.32M 0.33%
7,198
+140
66
$4.32M 0.33%
21,103
67
$4.32M 0.33%
34,879
+40
68
$4.18M 0.32%
37,265
+190
69
$4.13M 0.32%
122,984
-6,650
70
$4.02M 0.31%
27,813
+150
71
$3.81M 0.29%
62,603
-148
72
$3.73M 0.29%
44,882
-2,000
73
$3.64M 0.28%
82,764
-776
74
$3.52M 0.27%
138,209
-300
75
$3.3M 0.25%
49,208
+600
1 2
3
4 5