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
$1.08B
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.2M
3
+$1.83M
4
CVX icon
Chevron
CVX
+$1.01M
5
CRM icon
Salesforce
CRM
+$592K

Top Sells

1
+$2.76M
2
+$1.98M
3
+$1.02M
4
IFF icon
International Flavors & Fragrances
IFF
+$752K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$607K

Sector Composition

1 Technology 34.72%
2 Healthcare 14.42%
3 Industrials 9.23%
4 Financials 9.16%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.89M 0.27%
22,907
-560
77
$2.81M 0.26%
36,151
+2,600
78
$2.62M 0.24%
16,745
+6,433
79
$2.59M 0.24%
8,255
+840
80
$2.58M 0.24%
45,159
-105
81
$2.51M 0.23%
43,223
-535
82
$2.43M 0.22%
14,769
+158
83
$2.41M 0.22%
15,850
+2,200
84
$2.26M 0.21%
6,045
-12
85
$2.17M 0.2%
40,889
-4,312
86
$1.91M 0.18%
2,113
+42
87
$1.91M 0.18%
11,031
+170
88
$1.87M 0.17%
13,515
-220
89
$1.84M 0.17%
7,151
90
$1.8M 0.17%
61,198
-1,794
91
$1.8M 0.17%
46,256
-1,368
92
$1.75M 0.16%
29,401
+1,700
93
$1.69M 0.16%
9,228
-3,312
94
$1.67M 0.15%
8,589
95
$1.64M 0.15%
10,850
96
$1.59M 0.15%
14,905
-425
97
$1.58M 0.15%
54,750
-1,675
98
$1.55M 0.14%
22,601
+1,450
99
$1.53M 0.14%
36,888
+50
100
$1.53M 0.14%
16,025
-7,900
2 3
4
5 6