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
$985M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.53M
3
+$2.17M
4
SYK icon
Stryker
SYK
+$2.17M
5
LRCX icon
Lam Research
LRCX
+$2.15M

Top Sells

1
+$4.01M
2
+$3.77M
3
+$3.71M
4
SYY icon
Sysco
SYY
+$3.49M
5
INTC icon
Intel
INTC
+$2.93M

Sector Composition

1 Technology 30.39%
2 Healthcare 18.06%
3 Industrials 9.81%
4 Financials 8.52%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.33M 0.34%
13,483
+35
77
$3.33M 0.34%
9,864
-634
78
$3.29M 0.33%
20,000
79
$2.94M 0.3%
22,366
-101
80
$2.73M 0.28%
29,989
+900
81
$2.72M 0.28%
22,825
-1,100
82
$2.56M 0.26%
61,835
83
$2.52M 0.26%
16,591
-674
84
$2.46M 0.25%
15,580
-220
85
$2.44M 0.25%
19,790
-378
86
$2.42M 0.25%
19,212
+3
87
$2.36M 0.24%
6,558
-300
88
$2.33M 0.24%
39,176
-10,645
89
$2.32M 0.24%
21,337
+958
90
$2.23M 0.23%
15,700
+8,075
91
$2.13M 0.22%
14,600
92
$2.09M 0.21%
30,800
-200
93
$2.04M 0.21%
20,583
-948
94
$2.02M 0.21%
17,724
+4,897
95
$1.96M 0.2%
23,775
+755
96
$1.84M 0.19%
11,282
-213
97
$1.76M 0.18%
7,913
+9
98
$1.69M 0.17%
39,150
-500
99
$1.69M 0.17%
4,651
+129
100
$1.66M 0.17%
12,625
+2,775
2 3
4
5 6