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
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.02M
3
+$1.81M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.43M
5
ABT icon
Abbott
ABT
+$1.4M

Top Sells

1
+$5.73M
2
+$3.16M
3
+$2.04M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$956K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

1 Technology 35.06%
2 Healthcare 13.47%
3 Financials 10.28%
4 Industrials 9.35%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.24M 0.28%
80,963
+450
77
$3.21M 0.28%
160,309
-8,676
78
$3.14M 0.27%
75,095
-4,775
79
$2.89M 0.25%
8,714
+186
80
$2.78M 0.24%
15,650
-200
81
$2.64M 0.23%
15,078
-156
82
$2.39M 0.21%
10,871
-15
83
$2.26M 0.19%
5,498
+1
84
$2.09M 0.18%
11,175
85
$2.07M 0.18%
29,501
86
$2.01M 0.17%
46,256
87
$1.97M 0.17%
40,309
-1,200
88
$1.93M 0.17%
34,138
+500
89
$1.82M 0.16%
19,651
-2,500
90
$1.74M 0.15%
13,315
+100
91
$1.73M 0.15%
9,088
-100
92
$1.7M 0.15%
22,370
-2,400
93
$1.63M 0.14%
14,074
-19
94
$1.61M 0.14%
8,589
95
$1.6M 0.14%
18,880
+2,855
96
$1.59M 0.14%
39,542
-250
97
$1.58M 0.14%
7,146
98
$1.51M 0.13%
1,959
-88
99
$1.42M 0.12%
14,595
-300
100
$1.41M 0.12%
22,635
-4,325
2 3
4
5 6