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
$656M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$4.52M
3
+$3.04M
4
MU icon
Micron Technology
MU
+$2.07M
5
AVGO icon
Broadcom
AVGO
+$1.48M

Top Sells

1
+$2.68M
2
+$2.47M
3
+$2.21M
4
ABBV icon
AbbVie
ABBV
+$1.87M
5
CAT icon
Caterpillar
CAT
+$1.43M

Sector Composition

1 Healthcare 19.58%
2 Technology 19.24%
3 Financials 12.71%
4 Industrials 9.84%
5 Consumer Staples 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.34%
29,550
+1,400
77
$2.19M 0.33%
8,439
+646
78
$2.13M 0.32%
6,940
+20
79
$2.02M 0.31%
23,870
+390
80
$1.96M 0.3%
94,938
81
$1.94M 0.3%
2,722
-1
82
$1.85M 0.28%
9,760
-420
83
$1.81M 0.28%
29,625
+1,500
84
$1.78M 0.27%
81,324
-419
85
$1.72M 0.26%
24,170
-3,080
86
$1.71M 0.26%
13,652
-1,975
87
$1.69M 0.26%
44,725
-1,500
88
$1.59M 0.24%
30,380
-797
89
$1.54M 0.23%
37,429
+47
90
$1.51M 0.23%
8,552
-1,500
91
$1.46M 0.22%
12,516
-3,050
92
$1.42M 0.22%
23,300
+2,000
93
$1.39M 0.21%
63,670
+12,095
94
$1.33M 0.2%
12,700
95
$1.31M 0.2%
18,400
-3,000
96
$1.25M 0.19%
+18,729
97
$1.2M 0.18%
29,600
-2,000
98
$1.19M 0.18%
12,242
-194
99
$1.19M 0.18%
71,200
-10,800
100
$1.11M 0.17%
15,607
-2,372
2 3
4
5 6