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
$574M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.43M
3
+$2.1M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
EPD icon
Enterprise Products Partners
EPD
+$2M

Top Sells

1
+$3.57M
2
+$3.23M
3
+$1.51M
4
PARA
Paramount Global Class B
PARA
+$1.39M
5
AKAM icon
Akamai
AKAM
+$1.27M

Sector Composition

1 Technology 17.36%
2 Healthcare 17.03%
3 Financials 12.94%
4 Industrials 12.02%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M 0.19%
35,375
-2,800
102
$1.05M 0.18%
6,282
-249
103
$1.05M 0.18%
27,450
-25,100
104
$1.04M 0.18%
+18,095
105
$1.04M 0.18%
89,577
-130,373
106
$995K 0.17%
8,494
107
$987K 0.17%
68,000
108
$965K 0.17%
25,938
109
$947K 0.17%
4,070
-50
110
$947K 0.17%
12,975
-2,900
111
$942K 0.16%
16,975
-1,748
112
$896K 0.16%
16,472
+4,750
113
$871K 0.15%
7,572
-1,250
114
$825K 0.14%
30,200
-800
115
$817K 0.14%
21,740
-1,000
116
$801K 0.14%
4,912
117
$794K 0.14%
12,100
118
$785K 0.14%
15,631
+375
119
$778K 0.14%
17,600
120
$775K 0.14%
+22,150
121
$768K 0.13%
8,866
-1,500
122
$727K 0.13%
7,941
+7
123
$725K 0.13%
6,500
124
$724K 0.13%
4,850
125
$712K 0.12%
22,222
-403
3 4
5
6 7