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
$610M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.43M
3
+$1.98M
4
MSFT icon
Microsoft
MSFT
+$1.83M
5
MRK icon
Merck
MRK
+$1.61M

Top Sells

1
+$3.03M
2
+$866K
3
+$833K
4
C icon
Citigroup
C
+$703K
5
XOM icon
Exxon Mobil
XOM
+$333K

Sector Composition

1 Technology 27.32%
2 Healthcare 18.5%
3 Consumer Staples 9.65%
4 Industrials 9.61%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.23%
27,125
-5,700
77
$1.41M 0.23%
21,590
-46,333
78
$1.41M 0.23%
6,200
-81
79
$1.4M 0.23%
15,275
80
$1.4M 0.23%
30,239
-673
81
$1.34M 0.22%
32,850
+6,000
82
$1.32M 0.22%
16,758
+50
83
$1.29M 0.21%
70,650
-1,900
84
$1.28M 0.21%
6,130
+125
85
$1.26M 0.21%
4,550
-47
86
$1.26M 0.21%
8,805
+300
87
$1.23M 0.2%
19,878
+489
88
$1.17M 0.19%
15,700
-2,300
89
$1.15M 0.19%
37,550
90
$1.14M 0.19%
13,157
-200
91
$1.11M 0.18%
7,779
92
$1.06M 0.17%
9,850
+475
93
$938K 0.15%
8,480
+606
94
$928K 0.15%
75,200
-5,300
95
$904K 0.15%
31,374
-637
96
$828K 0.14%
2,000
97
$821K 0.13%
19,042
-16,300
98
$815K 0.13%
9,838
+2
99
$795K 0.13%
10,820
+400
100
$793K 0.13%
4,185
+575
2 3
4
5 6