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
$697M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.28M
3
+$3.5M
4
ABBV icon
AbbVie
ABBV
+$2.39M
5
UNP icon
Union Pacific
UNP
+$2.19M

Top Sells

1
+$3.25M
2
+$2.43M
3
+$2.32M
4
INTC icon
Intel
INTC
+$2.09M
5
IAC icon
IAC Inc
IAC
+$1.41M

Sector Composition

1 Technology 27.19%
2 Healthcare 19%
3 Financials 10.25%
4 Industrials 9.74%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.28%
19,742
-333
77
$1.92M 0.28%
147,080
-2,800
78
$1.91M 0.27%
32,250
-600
79
$1.89M 0.27%
8,793
+49
80
$1.84M 0.26%
31,584
+1,345
81
$1.76M 0.25%
14,595
-1,007
82
$1.69M 0.24%
77,931
-824
83
$1.65M 0.24%
71,400
-3,800
84
$1.62M 0.23%
15,700
85
$1.6M 0.23%
69,350
-1,300
86
$1.57M 0.23%
6,200
87
$1.53M 0.22%
+4,307
88
$1.53M 0.22%
25,975
+6,097
89
$1.44M 0.21%
4,585
+35
90
$1.39M 0.2%
37,550
91
$1.36M 0.2%
27,125
92
$1.29M 0.19%
6,130
93
$1.28M 0.18%
10,040
+190
94
$1.27M 0.18%
16,883
+125
95
$1.24M 0.18%
7,529
-250
96
$1.22M 0.18%
8,580
+100
97
$1.2M 0.17%
31,033
-341
98
$1.15M 0.17%
18,642
-400
99
$1.09M 0.16%
21,925
+3,975
100
$1.01M 0.15%
21,985
+1,530
2 3
4
5 6