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
$861M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.58M
3
+$2.99M
4
KLAC icon
KLA
KLAC
+$2.9M
5
AMD icon
Advanced Micro Devices
AMD
+$2.82M

Top Sells

1
+$1.45M
2
+$1.32M
3
+$492K
4
SCHW icon
Charles Schwab
SCHW
+$364K
5
HD icon
Home Depot
HD
+$322K

Sector Composition

1 Technology 28.72%
2 Healthcare 17.79%
3 Financials 10.76%
4 Industrials 9.7%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.9M 0.34%
+8,953
77
$2.8M 0.33%
43,102
+8,631
78
$2.75M 0.32%
14,638
+4,180
79
$2.74M 0.32%
20,018
+18
80
$2.56M 0.3%
17,265
+100
81
$2.5M 0.29%
15,275
82
$2.47M 0.29%
39,990
+7,740
83
$2.43M 0.28%
19,200
-496
84
$2.27M 0.26%
15,050
+4,960
85
$2.26M 0.26%
70,950
+1,600
86
$1.99M 0.23%
+10,400
87
$1.94M 0.22%
31,750
+4,325
88
$1.91M 0.22%
13,653
+2,928
89
$1.91M 0.22%
14,621
-579
90
$1.86M 0.22%
22,275
+350
91
$1.74M 0.2%
80,103
+21,483
92
$1.71M 0.2%
7,880
+1,650
93
$1.64M 0.19%
7,248
+33
94
$1.64M 0.19%
23,325
95
$1.63M 0.19%
4,314
+7
96
$1.63M 0.19%
4,585
97
$1.61M 0.19%
5,625
-75
98
$1.58M 0.18%
+25,000
99
$1.51M 0.18%
8,680
+100
100
$1.5M 0.17%
7,784
-145
2 3
4
5 6