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
$589M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.4M
3
+$1.28M
4
VZ icon
Verizon
VZ
+$1.26M
5
AAL icon
American Airlines Group
AAL
+$1.07M

Top Sells

1
+$3.95M
2
+$2.5M
3
+$2.13M
4
AAPL icon
Apple
AAPL
+$1.75M
5
DFS
Discover Financial Services
DFS
+$1.49M

Sector Composition

1 Technology 18.27%
2 Healthcare 18.04%
3 Financials 12.48%
4 Industrials 10.69%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M 0.18%
7,572
102
$1.07M 0.18%
15,227
-715
103
$1.03M 0.17%
12,749
-226
104
$1.01M 0.17%
34,575
-800
105
$1M 0.17%
25,938
106
$1M 0.17%
8,494
107
$1M 0.17%
25,650
-1,800
108
$968K 0.16%
4,070
109
$963K 0.16%
28,900
-1,300
110
$937K 0.16%
5,883
-399
111
$907K 0.15%
15,527
-1,448
112
$904K 0.15%
72,600
-34,300
113
$872K 0.15%
22,150
114
$860K 0.15%
21,740
115
$819K 0.14%
4,912
116
$819K 0.14%
9,016
+150
117
$807K 0.14%
16,100
118
$794K 0.13%
11,140
119
$791K 0.13%
6,500
120
$751K 0.13%
6,649
-1,292
121
$750K 0.13%
68,000
122
$731K 0.12%
11,100
-1,000
123
$722K 0.12%
1,400
124
$718K 0.12%
4,491
-359
125
$667K 0.11%
5,142
-20
3 4
5
6 7