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
$907M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.78M
3
+$4.24M
4
LRCX icon
Lam Research
LRCX
+$3.43M
5
MTCH icon
Match Group
MTCH
+$3.33M

Top Sells

1
+$2M
2
+$1.4M
3
+$330K
4
TGT icon
Target
TGT
+$312K
5
MSFT icon
Microsoft
MSFT
+$301K

Sector Composition

1 Technology 28.95%
2 Healthcare 18.07%
3 Financials 10.32%
4 Industrials 8.97%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.19M 0.35%
28,880
-19
77
$3.04M 0.33%
58,600
78
$3.03M 0.33%
20,018
79
$3.02M 0.33%
22,798
-75
80
$3.02M 0.33%
19,138
+4,500
81
$2.93M 0.32%
21,935
+1,541
82
$2.92M 0.32%
17,835
+2,560
83
$2.86M 0.32%
48,407
+1,610
84
$2.77M 0.31%
39,584
+4,167
85
$2.58M 0.28%
17,265
86
$2.54M 0.28%
15,400
+5,000
87
$2.53M 0.28%
70,950
88
$2.4M 0.26%
+22,422
89
$2.33M 0.26%
19,204
+4
90
$2.25M 0.25%
15,050
91
$2.1M 0.23%
43,984
+882
92
$1.85M 0.2%
31,000
-750
93
$1.85M 0.2%
7,158
-90
94
$1.8M 0.2%
22,475
+200
95
$1.79M 0.2%
14,600
-21
96
$1.78M 0.2%
13,392
-261
97
$1.68M 0.18%
7,904
+24
98
$1.66M 0.18%
25,000
99
$1.64M 0.18%
37,650
-100
100
$1.64M 0.18%
4,585
2 3
4
5 6