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
$724M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$5.68M
3
+$3.51M
4
AAPL icon
Apple
AAPL
+$2.92M
5
SNDK
SANDISK CORP
SNDK
+$2.51M

Top Sells

1
+$5.08M
2
+$3.97M
3
+$848K
4
INTC icon
Intel
INTC
+$744K
5
HOG icon
Harley-Davidson
HOG
+$454K

Sector Composition

1 Financials 33.92%
2 Technology 12.99%
3 Healthcare 11.55%
4 Industrials 7.69%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.13M 0.29%
24,301
-99
77
$1.97M 0.27%
252,129
+17
78
$1.87M 0.26%
31,250
+300
79
$1.82M 0.25%
25,400
80
$1.81M 0.25%
47,515
+4,600
81
$1.77M 0.25%
19,973
+1,154
82
$1.72M 0.24%
14,600
+100
83
$1.62M 0.22%
93,149
84
$1.61M 0.22%
31,061
+901
85
$1.59M 0.22%
14,645
-690
86
$1.55M 0.21%
229,350
-125,650
87
$1.5M 0.21%
32,123
-856
88
$1.48M 0.2%
12,180
+2,200
89
$1.39M 0.19%
13,691
+203
90
$1.36M 0.19%
46,484
+2,400
91
$1.32M 0.18%
29,450
+1,300
92
$1.28M 0.18%
9,350
+1,034
93
$1.21M 0.17%
30,664
+1,142
94
$1.2M 0.17%
30,950
95
$1.18M 0.16%
2,320
96
$1.1M 0.15%
16,100
+2,150
97
$1.1M 0.15%
13,491
+120
98
$1.1M 0.15%
20,384
+3
99
$1.09M 0.15%
9,106
+190
100
$1.08M 0.15%
12,474
2 3
4
5 6