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
$1.06B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.4M
3
+$957K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$638K
5
EPD icon
Enterprise Products Partners
EPD
+$487K

Top Sells

1
+$5.83M
2
+$5.27M
3
+$1.62M
4
GPC icon
Genuine Parts
GPC
+$1.54M
5
CI icon
Cigna
CI
+$1.27M

Sector Composition

1 Technology 32.01%
2 Healthcare 15.77%
3 Industrials 10.06%
4 Financials 9.16%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.86M 0.27%
6,438
77
$2.69M 0.25%
26,505
+875
78
$2.62M 0.25%
45,201
-382
79
$2.61M 0.25%
45,264
-300
80
$2.47M 0.23%
14,611
+372
81
$2.34M 0.22%
12,999
-211
82
$2.32M 0.22%
7,415
+50
83
$2.17M 0.2%
62,992
-1,020
84
$2.08M 0.2%
6,057
85
$2.07M 0.2%
10,861
+1,172
86
$2.06M 0.19%
23,925
+353
87
$2M 0.19%
36,838
+1,381
88
$1.97M 0.19%
13,650
+300
89
$1.94M 0.18%
7,151
-50
90
$1.91M 0.18%
12,540
-183
91
$1.86M 0.18%
47,624
-1,700
92
$1.83M 0.17%
56,425
-1,725
93
$1.81M 0.17%
10,850
+1,650
94
$1.78M 0.17%
13,735
-475
95
$1.63M 0.15%
3,872
+1,517
96
$1.63M 0.15%
10,312
-232
97
$1.61M 0.15%
2,071
-159
98
$1.61M 0.15%
27,701
99
$1.55M 0.15%
12,600
100
$1.55M 0.15%
21,151
-4,786
2 3
4
5 6