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
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$14.5M
3
+$13M
4
QCOM icon
Qualcomm
QCOM
+$10.5M
5
GE icon
GE Aerospace
GE
+$10M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.74%
2 Industrials 13.4%
3 Healthcare 12.56%
4 Financials 11.15%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$687K 0.2%
+17,529
77
$683K 0.2%
+8,243
78
$677K 0.2%
+14,750
79
$667K 0.19%
+7,880
80
$658K 0.19%
+12,004
81
$655K 0.19%
+17,000
82
$620K 0.18%
+19,425
83
$610K 0.18%
+23,225
84
$585K 0.17%
+14,681
85
$580K 0.17%
+26,459
86
$577K 0.17%
+18,700
87
$577K 0.17%
+27,375
88
$573K 0.17%
+10,000
89
$557K 0.16%
+22,372
90
$533K 0.15%
+6,361
91
$533K 0.15%
+15,282
92
$523K 0.15%
+22,700
93
$518K 0.15%
+9,958
94
$514K 0.15%
+6,650
95
$501K 0.15%
+16,100
96
$496K 0.14%
+10,100
97
$484K 0.14%
+5,715
98
$482K 0.14%
+8,345
99
$467K 0.14%
+13,100
100
$431K 0.12%
+8,840
2 3
4
5 6