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
$789M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.02M
3
+$716K
4
PANW icon
Palo Alto Networks
PANW
+$676K
5
CRM icon
Salesforce
CRM
+$572K

Top Sells

1
+$14.8M
2
+$3.08M
3
+$3M
4
UNP icon
Union Pacific
UNP
+$2.04M
5
NVDA icon
NVIDIA
NVDA
+$1.41M

Sector Composition

1 Technology 28.03%
2 Healthcare 19.46%
3 Industrials 9.81%
4 Financials 8.84%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.22M 0.28%
44,449
+493
77
$2.22M 0.28%
19,620
-3,897
78
$2.21M 0.28%
24,364
+2,295
79
$2.2M 0.28%
28,760
-1,215
80
$2.2M 0.28%
8,283
-210
81
$2.19M 0.28%
16,134
+1,923
82
$2.16M 0.27%
178,080
-116,200
83
$2.11M 0.27%
61,585
84
$2.1M 0.27%
18,678
-612
85
$2.05M 0.26%
33,266
-3,357
86
$1.91M 0.24%
20,357
+278
87
$1.88M 0.24%
14,750
88
$1.65M 0.21%
12,950
+25
89
$1.62M 0.21%
16,335
+788
90
$1.6M 0.2%
6,971
91
$1.57M 0.2%
17,482
-362
92
$1.56M 0.2%
19,018
-12
93
$1.53M 0.19%
22,213
+480
94
$1.5M 0.19%
26,193
-523
95
$1.5M 0.19%
10,417
+80
96
$1.35M 0.17%
5,056
+405
97
$1.29M 0.16%
13,400
-1,000
98
$1.2M 0.15%
7,771
99
$1.16M 0.15%
15,317
-12
100
$1.16M 0.15%
37,450
-900
2 3
4
5 6