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
$479M
AUM Growth
+$478M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.1M
3
+$3.09M
4
MDT icon
Medtronic
MDT
+$2.39M
5
JPM icon
JPMorgan Chase
JPM
+$2.32M

Top Sells

1
+$4.63M
2
+$3.25M
3
+$2.47M
4
QCOM icon
Qualcomm
QCOM
+$1.04M
5
IAC icon
IAC Inc
IAC
+$762K

Sector Composition

1 Technology 16.89%
2 Healthcare 16.1%
3 Industrials 11.7%
4 Financials 10.63%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.92M 0.4%
14,500
-500
77
$1.85M 0.39%
69,928
-3,791
78
$1.79M 0.37%
25,400
79
$1.76M 0.37%
8,315
+280
80
$1.73M 0.36%
23,850
-1,100
81
$1.65M 0.34%
60,100
+3,200
82
$1.63M 0.34%
40,869
+250
83
$1.6M 0.33%
+93,149
84
$1.59M 0.33%
27,400
-3,300
85
$1.54M 0.32%
34,649
-1,121
86
$1.44M 0.3%
15,324
+1,610
87
$1.44M 0.3%
30,178
-299
88
$1.4M 0.29%
27,650
-800
89
$1.34M 0.28%
38,950
-500
90
$1.26M 0.26%
2,350
91
$1.25M 0.26%
23,388
+2,606
92
$1.11M 0.23%
9,344
+200
93
$1.1M 0.23%
14,301
-2,050
94
$1.09M 0.23%
20,582
-597
95
$1.01M 0.21%
25,442
+5,266
96
$919K 0.19%
12,474
97
$899K 0.19%
52,750
+1,500
98
$875K 0.18%
7,280
-600
99
$854K 0.18%
22,813
-905
100
$825K 0.17%
15,150
2 3
4
5 6