MIM

Marco Investment Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 32.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$6.02M
3
+$4.42M
4
MTZ icon
MasTec
MTZ
+$1.27M
5
UNP icon
Union Pacific
UNP
+$523K

Top Sells

1
+$11M
2
+$3.15M
3
+$806K
4
JPM icon
JPMorgan Chase
JPM
+$763K
5
AAPL icon
Apple
AAPL
+$630K

Sector Composition

1 Technology 34.62%
2 Healthcare 13.67%
3 Financials 11.12%
4 Industrials 9.73%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.04M 0.23%
10,774
+34
77
$2.99M 0.23%
35,651
+317
78
$2.87M 0.22%
42,750
-1,750
79
$2.85M 0.22%
60,220
-7,770
80
$2.84M 0.22%
16,450
+700
81
$2.81M 0.22%
14,828
+110
82
$2.75M 0.21%
32,548
-250
83
$2.72M 0.21%
49,728
-2,100
84
$2.54M 0.19%
10,439
+25
85
$2.5M 0.19%
10,138
-7
86
$2.47M 0.19%
30,900
-78
87
$2.35M 0.18%
14,069
-14
88
$2.24M 0.17%
4,998
+913
89
$2.16M 0.17%
19,501
-98
90
$2.03M 0.16%
10,675
91
$1.97M 0.15%
19,097
+292
92
$1.86M 0.14%
40,681
-1,275
93
$1.81M 0.14%
14,120
94
$1.71M 0.13%
30,634
-7,900
95
$1.69M 0.13%
15,105
-4,470
96
$1.66M 0.13%
10,658
+965
97
$1.63M 0.12%
13,115
-50
98
$1.59M 0.12%
11,296
99
$1.58M 0.12%
8,589
100
$1.54M 0.12%
28,539
2 3
4
5 6