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
$766M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.91M
3
+$3.15M
4
CDNS icon
Cadence Design Systems
CDNS
+$2.74M
5
IFF icon
International Flavors & Fragrances
IFF
+$2.22M

Top Sells

1
+$1.64M
2
+$493K
3
+$476K
4
ILMN icon
Illumina
ILMN
+$461K
5
T icon
AT&T
T
+$441K

Sector Composition

1 Technology 27.7%
2 Healthcare 18.14%
3 Financials 10.88%
4 Industrials 9.92%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.37M 0.31%
17,165
-50
77
$2.28M 0.3%
19,696
-46
78
$2.22M 0.29%
+15,874
79
$2.19M 0.29%
69,350
80
$2.18M 0.28%
15,200
-500
81
$2.13M 0.28%
34,471
+2,887
82
$2.11M 0.28%
10,458
+1,665
83
$1.73M 0.23%
32,250
84
$1.68M 0.22%
27,425
+1,450
85
$1.61M 0.21%
7,215
-1,590
86
$1.59M 0.21%
4,307
87
$1.59M 0.21%
21,925
88
$1.5M 0.2%
7,929
+400
89
$1.47M 0.19%
5,700
-500
90
$1.46M 0.19%
4,585
91
$1.45M 0.19%
31,000
-33
92
$1.44M 0.19%
18,663
-21,191
93
$1.43M 0.19%
10,090
+50
94
$1.43M 0.19%
23,325
-3,800
95
$1.42M 0.19%
8,580
96
$1.39M 0.18%
71,200
-200
97
$1.37M 0.18%
10,725
-3,870
98
$1.36M 0.18%
18,647
+5
99
$1.34M 0.17%
58,620
-19,311
100
$1.32M 0.17%
17,358
+475
2 3
4
5 6