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
$887M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$649K
3
+$470K
4
TJX icon
TJX Companies
TJX
+$454K
5
DG icon
Dollar General
DG
+$420K

Top Sells

1
+$3.46M
2
+$3.31M
3
+$3.01M
4
AVGO icon
Broadcom
AVGO
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.31M

Sector Composition

1 Technology 29.97%
2 Healthcare 18.41%
3 Industrials 10.28%
4 Consumer Staples 8.4%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.7M 0.3%
12,840
+1,994
77
$2.53M 0.29%
30,504
-500
78
$2.5M 0.28%
27,178
+825
79
$2.44M 0.28%
18,196
-275
80
$2.38M 0.27%
24,562
+1,860
81
$2.3M 0.26%
26,950
+350
82
$2.3M 0.26%
13,800
+825
83
$2.26M 0.26%
66,347
+1,467
84
$2.17M 0.24%
15,010
+60
85
$2.17M 0.24%
20,990
-193
86
$2.16M 0.24%
60,010
+25
87
$2.04M 0.23%
20,861
-100
88
$1.95M 0.22%
36,450
89
$1.81M 0.2%
18,630
+3,204
90
$1.78M 0.2%
13,150
-50
91
$1.74M 0.2%
22,158
+5,800
92
$1.68M 0.19%
8,105
+282
93
$1.67M 0.19%
10,222
+30
94
$1.63M 0.18%
5,076
95
$1.6M 0.18%
8,589
+839
96
$1.5M 0.17%
24,850
-3,110
97
$1.48M 0.17%
20,639
-178
98
$1.47M 0.17%
15,003
+75
99
$1.45M 0.16%
6,426
-545
100
$1.44M 0.16%
51,960
-124,460
2 3
4
5 6