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
$435M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.87M
3
+$6.09M
4
DUK icon
Duke Energy
DUK
+$5.29M
5
PG icon
Procter & Gamble
PG
+$5.25M

Top Sells

1
+$2.8M
2
+$2.21M
3
+$2.13M
4
VYX icon
NCR Voyix
VYX
+$626K
5
HD icon
Home Depot
HD
+$529K

Sector Composition

1 Technology 17.64%
2 Healthcare 15.15%
3 Industrials 11.77%
4 Financials 10.44%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.97M 0.45%
95,600
+4,000
77
$1.81M 0.42%
10,225
-330
78
$1.79M 0.41%
+130,039
79
$1.78M 0.41%
+69,775
80
$1.69M 0.39%
+34,756
81
$1.68M 0.39%
25,400
82
$1.56M 0.36%
61,100
+1,900
83
$1.52M 0.35%
+110,600
84
$1.43M 0.33%
58,843
-25,754
85
$1.43M 0.33%
+44,019
86
$1.41M 0.32%
+38,539
87
$1.38M 0.32%
15,000
88
$1.31M 0.3%
+25,350
89
$1.24M 0.28%
23,900
-100
90
$1.21M 0.28%
39,450
+25,000
91
$1.2M 0.28%
15,502
+10
92
$1.11M 0.26%
9,144
-1,954
93
$1.08M 0.25%
18,601
+1,000
94
$993K 0.23%
2,350
95
$964K 0.22%
+15,824
96
$914K 0.21%
10,554
+19
97
$901K 0.21%
31,940
-200
98
$813K 0.19%
23,665
+1,163
99
$774K 0.18%
20,479
+2,950
100
$765K 0.18%
35,051
+8,592
2 3
4
5 6