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
$586M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.9M
3
+$4.42M
4
CAT icon
Caterpillar
CAT
+$4.2M
5
CVS icon
CVS Health
CVS
+$3.37M

Top Sells

1
+$6.84M
2
+$4.12M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$529K
5
CTSH icon
Cognizant
CTSH
+$476K

Sector Composition

1 Technology 22.24%
2 Healthcare 17.61%
3 Financials 11.12%
4 Industrials 10.71%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.69M 0.29%
43,379
+3,151
77
$1.64M 0.28%
19,703
+105
78
$1.54M 0.26%
9,446
+110
79
$1.51M 0.26%
34,275
-224
80
$1.48M 0.25%
5,070
+310
81
$1.46M 0.25%
28,856
-1,020
82
$1.46M 0.25%
28,010
-500
83
$1.39M 0.24%
15,744
84
$1.35M 0.23%
17,900
85
$1.3M 0.22%
46,567
-1,877
86
$1.28M 0.22%
15,749
-696
87
$1.26M 0.22%
10,651
+194
88
$1.21M 0.21%
9,358
-242
89
$1.21M 0.21%
90,300
-1,000
90
$1.18M 0.2%
10,018
+200
91
$1.18M 0.2%
13,590
-945
92
$1.11M 0.19%
20,206
+56
93
$1.06M 0.18%
9,850
94
$1.04M 0.18%
6,250
95
$1.04M 0.18%
17,596
+80
96
$1.03M 0.18%
6,460
+55
97
$1.02M 0.17%
2,688
+67
98
$994K 0.17%
13,398
+3,475
99
$957K 0.16%
5,070
-140
100
$850K 0.15%
30,361
-2,913
2 3
4
5 6