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
$539M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$2.56M
3
+$2.49M
4
IP icon
International Paper
IP
+$936K
5
CBRL icon
Cracker Barrel
CBRL
+$509K

Top Sells

1
+$2.53M
2
+$2.29M
3
+$2.16M
4
AAPL icon
Apple
AAPL
+$1.28M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Sector Composition

1 Technology 23.1%
2 Healthcare 17.55%
3 Financials 11.41%
4 Consumer Staples 9.45%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.55M 0.29%
104,250
-2,338
77
$1.49M 0.28%
40,153
-1,718
78
$1.44M 0.27%
19,845
-7,200
79
$1.43M 0.27%
8,845
+3,153
80
$1.41M 0.26%
11,481
-435
81
$1.4M 0.26%
16,226
+1,065
82
$1.35M 0.25%
26,120
+633
83
$1.31M 0.24%
4,775
-1,400
84
$1.25M 0.23%
16,345
-1,038
85
$1.25M 0.23%
17,900
-500
86
$1.21M 0.22%
27,773
+2,161
87
$1.19M 0.22%
9,817
-14
88
$1.19M 0.22%
14,935
-5,265
89
$1.17M 0.22%
15,791
+3,792
90
$1.16M 0.22%
24,288
-5,228
91
$1.1M 0.2%
17,548
-4
92
$1.07M 0.2%
41,469
-1,396
93
$1.03M 0.19%
9,850
-160
94
$1.01M 0.19%
9,500
95
$979K 0.18%
2,566
+202
96
$978K 0.18%
6,250
97
$951K 0.18%
5,291
+50
98
$936K 0.17%
+21,372
99
$820K 0.15%
28,900
+1,000
100
$814K 0.15%
21,500
-400
2 3
4
5 6