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
$589M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.4M
3
+$1.28M
4
VZ icon
Verizon
VZ
+$1.26M
5
AAL icon
American Airlines Group
AAL
+$1.07M

Top Sells

1
+$3.95M
2
+$2.5M
3
+$2.13M
4
AAPL icon
Apple
AAPL
+$1.75M
5
DFS
Discover Financial Services
DFS
+$1.49M

Sector Composition

1 Technology 18.27%
2 Healthcare 18.04%
3 Financials 12.48%
4 Industrials 10.69%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.97M 0.33%
83,600
77
$1.91M 0.32%
19,463
-500
78
$1.89M 0.32%
22,605
-899
79
$1.83M 0.31%
23,114
-296
80
$1.78M 0.3%
29,040
+20,790
81
$1.75M 0.3%
32,212
-700
82
$1.72M 0.29%
31,171
-1,497
83
$1.68M 0.29%
15,627
-1,927
84
$1.63M 0.28%
27,350
-2,700
85
$1.62M 0.28%
94,938
86
$1.53M 0.26%
45,498
+900
87
$1.38M 0.24%
23,000
-41,500
88
$1.35M 0.23%
1,865
89
$1.29M 0.22%
30,900
-2,500
90
$1.25M 0.21%
112,250
+37,400
91
$1.25M 0.21%
500
92
$1.23M 0.21%
7,300
-400
93
$1.21M 0.21%
16,926
-776
94
$1.19M 0.2%
36,806
-224
95
$1.18M 0.2%
30,052
+24,315
96
$1.17M 0.2%
40,000
-1,336
97
$1.13M 0.19%
19,000
98
$1.13M 0.19%
18,095
99
$1.11M 0.19%
83,981
-5,596
100
$1.1M 0.19%
15,830
-17,199
2 3
4
5 6