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
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$14.5M
3
+$13M
4
QCOM icon
Qualcomm
QCOM
+$10.5M
5
GE icon
GE Aerospace
GE
+$10M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.74%
2 Industrials 13.4%
3 Healthcare 12.56%
4 Financials 11.15%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$424K 0.12%
+8,600
102
$414K 0.12%
+5,122
103
$405K 0.12%
+1,801
104
$404K 0.12%
+14,172
105
$390K 0.11%
+15,500
106
$383K 0.11%
+51,250
107
$371K 0.11%
+32,962
108
$354K 0.1%
+14,450
109
$351K 0.1%
+9,702
110
$340K 0.1%
+4,162
111
$339K 0.1%
+4,166
112
$332K 0.1%
+4,150
113
$327K 0.09%
+11,320
114
$325K 0.09%
+5,560
115
$309K 0.09%
+3,260
116
$305K 0.09%
+4,595
117
$296K 0.09%
+4,898
118
$287K 0.08%
+2,806
119
$263K 0.08%
+5,878
120
$261K 0.08%
+5,500
121
$258K 0.07%
+3,000
122
$257K 0.07%
+7,525
123
$253K 0.07%
+18,085
124
$247K 0.07%
+9,600
125
$244K 0.07%
+3,429
2 3 4
5
6