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
$1.16B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.52M
3
+$1.3M
4
AMTM
Amentum Holdings
AMTM
+$1.23M
5
PANW icon
Palo Alto Networks
PANW
+$660K

Top Sells

1
+$1.09M
2
+$980K
3
+$715K
4
EXAS icon
Exact Sciences
EXAS
+$598K
5
J icon
Jacobs Solutions
J
+$501K

Sector Composition

1 Technology 33.23%
2 Healthcare 14.81%
3 Industrials 9.79%
4 Financials 9.49%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.28M 0.28%
79,870
-2,750
77
$2.9M 0.25%
15,538
-122
78
$2.83M 0.24%
8,528
+273
79
$2.73M 0.24%
15,234
+465
80
$2.58M 0.22%
41,509
-3,650
81
$2.57M 0.22%
15,850
82
$2.41M 0.21%
10,886
-145
83
$2.17M 0.19%
39,792
-1,097
84
$2.11M 0.18%
5,497
-548
85
$2.09M 0.18%
24,770
+2,613
86
$1.98M 0.17%
46,256
87
$1.88M 0.16%
13,215
-300
88
$1.86M 0.16%
22,151
-450
89
$1.84M 0.16%
7,146
-5
90
$1.83M 0.16%
11,175
+325
91
$1.81M 0.16%
2,047
-66
92
$1.77M 0.15%
8,589
93
$1.74M 0.15%
33,638
-3,250
94
$1.71M 0.15%
14,895
-10
95
$1.71M 0.15%
14,093
96
$1.68M 0.15%
16,025
97
$1.68M 0.15%
26,960
+2,660
98
$1.67M 0.14%
29,501
+100
99
$1.54M 0.13%
9,188
-40
100
$1.52M 0.13%
62,299
+1,101
2 3
4
5 6