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
$640M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$4.17M
3
+$3.54M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.68M
5
PSX icon
Phillips 66
PSX
+$1.62M

Top Sells

1
+$394M
2
+$6.73M
3
+$2.96M
4
MON
Monsanto Co
MON
+$2.41M
5
GE icon
GE Aerospace
GE
+$2.09M

Sector Composition

1 Healthcare 20.12%
2 Technology 17.36%
3 Financials 12.49%
4 Industrials 10.03%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.99M 0.31%
6,920
77
$1.98M 0.31%
27,250
-100
78
$1.93M 0.3%
10,180
-1,400
79
$1.9M 0.3%
7,793
+103
80
$1.86M 0.29%
15,566
-20,100
81
$1.84M 0.29%
15,627
82
$1.83M 0.29%
94,938
83
$1.8M 0.28%
25,758
+454
84
$1.79M 0.28%
28,125
-3,837
85
$1.78M 0.28%
28,150
86
$1.78M 0.28%
46,225
+727
87
$1.72M 0.27%
81,743
88
$1.72M 0.27%
10,052
+250
89
$1.62M 0.25%
2,723
+858
90
$1.6M 0.25%
31,177
+3
91
$1.58M 0.25%
21,400
-1,600
92
$1.55M 0.24%
82,000
-1,600
93
$1.35M 0.21%
37,382
+576
94
$1.26M 0.2%
18,335
+30
95
$1.22M 0.19%
40,000
96
$1.16M 0.18%
15,863
97
$1.15M 0.18%
28,900
98
$1.15M 0.18%
21,300
+2,000
99
$1.14M 0.18%
17,979
+1,030
100
$1.14M 0.18%
12,700
2 3
4
5 6