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
$645M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.75M
3
+$1.41M
4
AMGN icon
Amgen
AMGN
+$972K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$700K

Top Sells

1
+$3.4M
2
+$3.18M
3
+$2.88M
4
UNH icon
UnitedHealth
UNH
+$1.38M
5
PG icon
Procter & Gamble
PG
+$1.35M

Sector Composition

1 Healthcare 21.42%
2 Technology 20.29%
3 Financials 12.2%
4 Consumer Staples 8.42%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.99M 0.31%
10,252
+2,400
77
$1.96M 0.3%
35,420
+6,095
78
$1.81M 0.28%
2,697
-25
79
$1.79M 0.28%
29,510
-19,000
80
$1.74M 0.27%
29,887
+4
81
$1.71M 0.26%
111,000
82
$1.68M 0.26%
14,505
83
$1.65M 0.26%
13,022
-258
84
$1.62M 0.25%
36,364
-280
85
$1.59M 0.25%
43,915
-200
86
$1.46M 0.23%
65,801
-304
87
$1.43M 0.22%
21,033
-3,750
88
$1.42M 0.22%
20,800
-3,034
89
$1.41M 0.22%
+84,996
90
$1.3M 0.2%
18,732
+100
91
$1.27M 0.2%
18,811
-376
92
$1.25M 0.19%
6,060
93
$1.19M 0.18%
11,650
+1,304
94
$1.18M 0.18%
44,403
+2,204
95
$1.14M 0.18%
10,609
+390
96
$1.13M 0.18%
14,374
-159
97
$1.12M 0.17%
25,260
+3,725
98
$1.12M 0.17%
18,400
99
$1.09M 0.17%
13,900
-2,000
100
$1.07M 0.17%
22,542
+768
2 3
4
5 6