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
$561M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.1M
3
+$2.42M
4
INTC icon
Intel
INTC
+$2.41M
5
UNH icon
UnitedHealth
UNH
+$2.04M

Top Sells

1
+$4.01M
2
+$2.49M
3
+$1.83M
4
COST icon
Costco
COST
+$1.07M
5
APTV icon
Aptiv
APTV
+$702K

Sector Composition

1 Technology 23.08%
2 Healthcare 17.8%
3 Financials 11.6%
4 Consumer Staples 9.51%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.63M 0.29%
19,598
77
$1.61M 0.29%
34,080
-8,369
78
$1.59M 0.28%
9,336
+491
79
$1.59M 0.28%
28,510
80
$1.59M 0.28%
40,228
+75
81
$1.43M 0.26%
+48,444
82
$1.4M 0.25%
4,760
-15
83
$1.39M 0.25%
17,900
84
$1.35M 0.24%
29,876
+5,588
85
$1.35M 0.24%
91,300
-3,800
86
$1.33M 0.24%
14,535
-1,691
87
$1.32M 0.24%
15,744
-47
88
$1.3M 0.23%
10,457
-1,024
89
$1.3M 0.23%
20,445
+600
90
$1.27M 0.23%
16,445
+100
91
$1.2M 0.21%
9,818
+1
92
$1.14M 0.2%
17,516
-32
93
$1.1M 0.2%
9,600
+100
94
$1.06M 0.19%
9,850
95
$1.06M 0.19%
20,150
-5,970
96
$1.02M 0.18%
6,250
97
$973K 0.17%
5,210
-81
98
$954K 0.17%
2,621
+55
99
$924K 0.16%
9,923
+3,982
100
$918K 0.16%
33,274
-8,195
2 3
4
5 6