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
$870M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$725K
3
+$636K
4
PANW icon
Palo Alto Networks
PANW
+$425K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$360K

Top Sells

1
+$7.77M
2
+$3.52M
3
+$2.03M
4
ETN icon
Eaton
ETN
+$1.75M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 30.53%
2 Healthcare 17.93%
3 Industrials 10.41%
4 Financials 8.46%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.41M 0.28%
23,376
-1,036
77
$2.29M 0.26%
39,423
-6,568
78
$2.28M 0.26%
52,340
+2,910
79
$2.18M 0.25%
61,350
-1,200
80
$2.15M 0.25%
24,158
-50
81
$2.14M 0.25%
15,089
-86
82
$2.07M 0.24%
5,780
+135
83
$1.98M 0.23%
18,682
+1,230
84
$1.92M 0.22%
25,686
-2,921
85
$1.81M 0.21%
14,990
-625
86
$1.81M 0.21%
7,201
+550
87
$1.8M 0.21%
10,648
+348
88
$1.65M 0.19%
12,954
+257
89
$1.64M 0.19%
12,452
+2,729
90
$1.64M 0.19%
13,550
91
$1.58M 0.18%
23,120
-5,498
92
$1.55M 0.18%
7,267
-8,205
93
$1.49M 0.17%
12,600
-50
94
$1.48M 0.17%
23,150
-2,000
95
$1.43M 0.16%
50,049
-7,227
96
$1.4M 0.16%
9,800
+650
97
$1.39M 0.16%
32,100
-2,700
98
$1.37M 0.16%
5,046
99
$1.37M 0.16%
13,432
-1,000
100
$1.37M 0.16%
8,589
2 3
4
5 6