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
$479M
AUM Growth
+$478M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.1M
3
+$3.09M
4
MDT icon
Medtronic
MDT
+$2.39M
5
JPM icon
JPMorgan Chase
JPM
+$2.32M

Top Sells

1
+$4.63M
2
+$3.25M
3
+$2.47M
4
QCOM icon
Qualcomm
QCOM
+$1.04M
5
IAC icon
IAC Inc
IAC
+$762K

Sector Composition

1 Technology 16.89%
2 Healthcare 16.1%
3 Industrials 11.7%
4 Financials 10.63%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$809K 0.17%
19,325
102
$774K 0.16%
6,270
-623
103
$713K 0.15%
15,126
104
$672K 0.14%
10,000
105
$668K 0.14%
8,162
-2,414
106
$665K 0.14%
21,940
107
$633K 0.13%
+103,333
108
$598K 0.12%
8,190
-300
109
$581K 0.12%
24,760
110
$572K 0.12%
9,500
-2,522
111
$569K 0.12%
15,500
+4,600
112
$564K 0.12%
5,122
113
$527K 0.11%
6,350
114
$525K 0.11%
7,954
-1,631
115
$522K 0.11%
1,801
116
$501K 0.1%
14,500
-800
117
$471K 0.1%
16,983
-2,008
118
$470K 0.1%
5,265
119
$468K 0.1%
15,631
-600
120
$462K 0.1%
12,900
-2,000
121
$459K 0.1%
14,172
122
$449K 0.09%
10,600
+700
123
$449K 0.09%
2,750
124
$448K 0.09%
5,400
+250
125
$433K 0.09%
6,504
3 4
5
6 7