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
$1.02B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.11M
3
+$3.93M
4
GPN icon
Global Payments
GPN
+$2.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.9M

Top Sells

1
+$6.9M
2
+$5.42M
3
+$5.23M
4
AMGN icon
Amgen
AMGN
+$4.05M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Sector Composition

1 Technology 31.37%
2 Healthcare 17.32%
3 Consumer Discretionary 9.13%
4 Industrials 9.1%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.4M 0.33%
29,089
+209
77
$3.38M 0.33%
22,467
+532
78
$3.37M 0.33%
21,700
+6,300
79
$3.31M 0.33%
18,328
+493
80
$2.98M 0.29%
17,265
81
$2.93M 0.29%
47,037
-1,370
82
$2.88M 0.28%
20,168
-2,630
83
$2.78M 0.27%
70,850
-100
84
$2.69M 0.27%
20,379
-806
85
$2.69M 0.26%
19,209
+5
86
$2.57M 0.25%
15,800
+750
87
$2.47M 0.24%
23,020
+598
88
$2.44M 0.24%
45,411
+1,427
89
$2.42M 0.24%
6,858
-300
90
$2.13M 0.21%
23,925
+1,450
91
$2.09M 0.21%
31,000
92
$1.94M 0.19%
39,650
+2,000
93
$1.86M 0.18%
7,904
94
$1.85M 0.18%
21,531
-40,390
95
$1.8M 0.18%
4,522
-63
96
$1.77M 0.17%
21,893
-277
97
$1.73M 0.17%
5,400
-225
98
$1.69M 0.17%
14,600
99
$1.67M 0.16%
6,655
+53
100
$1.66M 0.16%
61,835
-300
2 3
4
5 6