MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$2.53M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$1.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$955K

Top Sells

1
+$3.33M
2
+$1.07M
3
+$677K
4
GIS icon
General Mills
GIS
+$640K
5
KO icon
Coca-Cola
KO
+$379K

Sector Composition

1 Technology 34.72%
2 Healthcare 13.18%
3 Financials 11.35%
4 Industrials 9.59%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.17M 0.26%
10,740
+31
77
$3.03M 0.25%
10,145
-25
78
$3.01M 0.25%
32,798
-1,581
79
$2.9M 0.24%
129,634
-25
80
$2.83M 0.24%
35,334
+5,383
81
$2.75M 0.23%
51,828
-1,165
82
$2.75M 0.23%
15,750
83
$2.67M 0.22%
14,718
-10
84
$2.63M 0.22%
67,990
-2,080
85
$2.33M 0.19%
10,675
86
$2.26M 0.19%
5,163
-286
87
$2.22M 0.19%
4,085
+858
88
$2.17M 0.18%
19,599
+48
89
$2.15M 0.18%
18,805
+175
90
$2.06M 0.17%
14,083
+39
91
$1.85M 0.15%
38,534
-850
92
$1.85M 0.15%
10,414
+131
93
$1.8M 0.15%
41,956
-3,950
94
$1.78M 0.15%
8,589
95
$1.71M 0.14%
14,120
-300
96
$1.7M 0.14%
13,165
-50
97
$1.59M 0.13%
43,650
+700
98
$1.57M 0.13%
2,010
-37
99
$1.49M 0.12%
28,539
+80
100
$1.43M 0.12%
11,296
+506
2 3
4
5 6