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
$925M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$967K
2
+$821K
3
+$783K
4
HON icon
Honeywell
HON
+$693K
5
EXAS icon
Exact Sciences
EXAS
+$613K

Top Sells

1
+$3.98M
2
+$3.77M
3
+$2.9M
4
ORCL icon
Oracle
ORCL
+$1.98M
5
AMZN icon
Amazon
AMZN
+$1.08M

Sector Composition

1 Technology 32.18%
2 Healthcare 17.47%
3 Industrials 10.05%
4 Financials 8.43%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.7M 0.29%
45,309
+617
77
$2.67M 0.29%
24,412
-150
78
$2.56M 0.28%
48,106
-13,238
79
$2.28M 0.25%
28,618
+1,440
80
$2.27M 0.25%
15,175
+165
81
$2.2M 0.24%
28,607
-1,897
82
$2.19M 0.24%
62,550
-900
83
$2.16M 0.23%
15,615
-2,581
84
$2.15M 0.23%
62,935
+2,925
85
$2.12M 0.23%
21,592
+2,962
86
$2.09M 0.23%
49,430
-2,530
87
$2.09M 0.23%
5,645
+569
88
$2.05M 0.22%
24,208
+2,050
89
$1.93M 0.21%
25,150
-1,800
90
$1.87M 0.2%
19,052
-1,809
91
$1.74M 0.19%
34,800
-1,650
92
$1.74M 0.19%
57,276
-9,071
93
$1.66M 0.18%
12,650
-500
94
$1.66M 0.18%
12,697
-8,293
95
$1.64M 0.18%
6,651
+225
96
$1.62M 0.18%
10,300
+78
97
$1.55M 0.17%
8,589
98
$1.54M 0.17%
13,550
-1,453
99
$1.53M 0.17%
9,150
100
$1.46M 0.16%
14,432
-878
2 3
4
5 6