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
$574M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.43M
3
+$2.1M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
EPD icon
Enterprise Products Partners
EPD
+$2M

Top Sells

1
+$3.57M
2
+$3.23M
3
+$1.51M
4
PARA
Paramount Global Class B
PARA
+$1.39M
5
AKAM icon
Akamai
AKAM
+$1.27M

Sector Composition

1 Technology 17.36%
2 Healthcare 17.03%
3 Financials 12.94%
4 Industrials 12.02%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.37%
25,400
77
$2.08M 0.36%
17,070
+3
78
$2.07M 0.36%
17,554
79
$2.02M 0.35%
23,410
+504
80
$1.99M 0.35%
83,600
-1,400
81
$1.96M 0.34%
13,880
82
$1.92M 0.34%
32,912
+9,183
83
$1.81M 0.32%
19,963
+1,400
84
$1.76M 0.31%
32,668
-397
85
$1.72M 0.3%
94,938
86
$1.71M 0.3%
23,504
-498
87
$1.68M 0.29%
30,050
-1,900
88
$1.58M 0.27%
106,900
-1,200
89
$1.49M 0.26%
20,700
90
$1.47M 0.26%
1,865
-40
91
$1.32M 0.23%
44,598
-2,100
92
$1.32M 0.23%
7,700
93
$1.27M 0.22%
19,000
-19,000
94
$1.23M 0.22%
74,850
-3,625
95
$1.22M 0.21%
500
96
$1.2M 0.21%
41,336
97
$1.2M 0.21%
17,702
-1,675
98
$1.18M 0.21%
37,030
-3,027
99
$1.18M 0.21%
33,400
-300
100
$1.1M 0.19%
15,942
2 3
4
5 6