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
$435M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.87M
3
+$6.09M
4
DUK icon
Duke Energy
DUK
+$5.29M
5
PG icon
Procter & Gamble
PG
+$5.25M

Top Sells

1
+$2.8M
2
+$2.21M
3
+$2.13M
4
VYX icon
NCR Voyix
VYX
+$626K
5
HD icon
Home Depot
HD
+$529K

Sector Composition

1 Technology 17.64%
2 Healthcare 15.15%
3 Industrials 11.77%
4 Financials 10.44%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$761K 0.17%
34,127
-2,633
102
$752K 0.17%
7,893
-350
103
$726K 0.17%
7,880
104
$714K 0.16%
17,344
105
$700K 0.16%
19,325
-100
106
$676K 0.16%
27,375
107
$660K 0.15%
16,231
+1,550
108
$656K 0.15%
10,204
-1,800
109
$652K 0.15%
14,550
-200
110
$638K 0.15%
10,000
111
$626K 0.14%
150,000
-41,167
112
$617K 0.14%
+9,390
113
$609K 0.14%
15,126
-156
114
$604K 0.14%
12,022
-10,350
115
$600K 0.14%
9,958
116
$576K 0.13%
22,700
117
$561K 0.13%
18,700
118
$558K 0.13%
6,550
+189
119
$524K 0.12%
9,313
+473
120
$517K 0.12%
51,250
121
$514K 0.12%
15,500
122
$510K 0.12%
8,600
123
$510K 0.12%
5,715
124
$505K 0.12%
6,650
125
$500K 0.11%
13,100
3 4
5
6 7