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
$859M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.54M
3
+$2.81M
4
LRCX icon
Lam Research
LRCX
+$2.56M
5
MSFT icon
Microsoft
MSFT
+$2.28M

Top Sells

1
+$3.95M
2
+$3.46M
3
+$1.57M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$790K
5
AMZN icon
Amazon
AMZN
+$757K

Sector Composition

1 Technology 29.64%
2 Healthcare 18.99%
3 Industrials 10.01%
4 Financials 8.55%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.53M 0.29%
22,925
+100
77
$2.5M 0.29%
23,517
-7,123
78
$2.47M 0.29%
43,956
-4,593
79
$2.35M 0.27%
9,557
+1,644
80
$2.29M 0.27%
14,211
-3,050
81
$2.26M 0.26%
36,623
-2,553
82
$2.26M 0.26%
29,975
-825
83
$2.17M 0.25%
17,219
+628
84
$2.15M 0.25%
61,585
-250
85
$2.09M 0.24%
27,379
-2,610
86
$2.02M 0.23%
15,547
-153
87
$1.98M 0.23%
14,750
-830
88
$1.91M 0.22%
8,493
+1,935
89
$1.9M 0.22%
20,079
+1,832
90
$1.88M 0.22%
17,844
+120
91
$1.83M 0.21%
19,030
-1,553
92
$1.74M 0.2%
21,733
+4,000
93
$1.63M 0.19%
6,971
+316
94
$1.62M 0.19%
12,925
+300
95
$1.52M 0.18%
10,778
96
$1.5M 0.17%
24,046
+271
97
$1.5M 0.17%
10,337
-945
98
$1.45M 0.17%
20,849
-488
99
$1.45M 0.17%
26,716
-166
100
$1.42M 0.17%
14,400
-200
2 3
4
5 6