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
$976M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.59M
3
+$1.6M
4
ORCL icon
Oracle
ORCL
+$1.6M
5
TSLA icon
Tesla
TSLA
+$1.45M

Top Sells

1
+$5.99M
2
+$2M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$696K
5
AMGN icon
Amgen
AMGN
+$665K

Sector Composition

1 Technology 32.63%
2 Healthcare 15.99%
3 Industrials 10.19%
4 Financials 8.85%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.59M 0.27%
52,390
+50
77
$2.5M 0.26%
45,583
-1,150
78
$2.4M 0.25%
25,630
+1,472
79
$2.4M 0.25%
17,335
-214
80
$2.37M 0.24%
38,579
-3,556
81
$2.3M 0.24%
64,012
+2,320
82
$2.25M 0.23%
14,239
-850
83
$2.1M 0.22%
25,937
+251
84
$2.08M 0.21%
58,150
-3,200
85
$2.01M 0.21%
13,210
+256
86
$1.91M 0.2%
23,572
+452
87
$1.88M 0.19%
6,057
+1,011
88
$1.82M 0.19%
49,324
-725
89
$1.82M 0.19%
35,457
-3,966
90
$1.8M 0.18%
13,350
-200
91
$1.79M 0.18%
12,723
+271
92
$1.77M 0.18%
7,365
+98
93
$1.74M 0.18%
7,201
94
$1.73M 0.18%
14,210
-780
95
$1.58M 0.16%
9,689
+1,620
96
$1.57M 0.16%
10,544
-104
97
$1.53M 0.16%
12,600
98
$1.51M 0.15%
9,200
-600
99
$1.46M 0.15%
8,589
100
$1.42M 0.15%
40,928
+150
2 3
4
5 6