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
$576M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.19M
3
+$1.73M
4
AMGN icon
Amgen
AMGN
+$1.04M
5
SCHW icon
Charles Schwab
SCHW
+$584K

Top Sells

1
+$203M
2
+$11M
3
+$6.45M
4
VTRS icon
Viatris
VTRS
+$3.8M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.28M

Sector Composition

1 Technology 18.06%
2 Healthcare 13.88%
3 Financials 11.08%
4 Industrials 9.92%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.22M 0.38%
22,283
+840
77
$2.17M 0.38%
87,832
+8,975
78
$2.14M 0.37%
25,400
79
$1.98M 0.34%
135,050
-800
80
$1.97M 0.34%
14,680
+1,300
81
$1.92M 0.33%
20,492
-4,800
82
$1.92M 0.33%
46,704
-1,500
83
$1.9M 0.33%
36,859
+2,197
84
$1.82M 0.32%
23,204
+1,303
85
$1.81M 0.31%
29,050
-5,000
86
$1.71M 0.3%
19,050
+2,700
87
$1.61M 0.28%
20,503
+5,903
88
$1.6M 0.28%
15,279
+975
89
$1.6M 0.28%
31,917
+1,040
90
$1.51M 0.26%
30,950
91
$1.48M 0.26%
2,175
-100
92
$1.44M 0.25%
32,025
-102
93
$1.41M 0.24%
22,620
+103
94
$1.38M 0.24%
12,778
-1,478
95
$1.21M 0.21%
9,220
+150
96
$1.2M 0.21%
61,665
-20,000
97
$1.18M 0.2%
14,107
+516
98
$1.15M 0.2%
45,084
99
$1.08M 0.19%
42,225
+850
100
$1.03M 0.18%
20,633
+25
2 3
4
5 6