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
$644M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.32M
3
+$2.51M
4
TFC icon
Truist Financial
TFC
+$2.04M
5
DIS icon
Walt Disney
DIS
+$564K

Top Sells

1
+$1.8M
2
+$1.73M
3
+$1.54M
4
IFF icon
International Flavors & Fragrances
IFF
+$556K
5
DHI icon
D.R. Horton
DHI
+$469K

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Financials 11.34%
4 Industrials 10.09%
5 Consumer Staples 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.87M 0.29%
34,700
77
$1.86M 0.29%
19,590
-113
78
$1.67M 0.26%
34,275
79
$1.63M 0.25%
5,010
-60
80
$1.61M 0.25%
12,593
-73
81
$1.57M 0.24%
10,201
+755
82
$1.55M 0.24%
28,010
83
$1.5M 0.23%
41,671
-1,708
84
$1.48M 0.23%
89,700
-600
85
$1.42M 0.22%
18,315
+415
86
$1.32M 0.21%
15,958
+209
87
$1.3M 0.2%
13,690
+100
88
$1.26M 0.19%
14,998
+1,600
89
$1.23M 0.19%
41,707
-4,860
90
$1.22M 0.19%
10,151
-500
91
$1.2M 0.19%
9,358
92
$1.17M 0.18%
10,708
+690
93
$1.14M 0.18%
9,850
94
$1.14M 0.18%
6,250
95
$1.12M 0.17%
20,927
+721
96
$1.09M 0.17%
40,450
-57,200
97
$1.01M 0.16%
4,735
-335
98
$1M 0.16%
6,420
-40
99
$955K 0.15%
16,196
-1,400
100
$935K 0.15%
30,365
+4
2 3
4
5 6