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
$656M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$4.52M
3
+$3.04M
4
MU icon
Micron Technology
MU
+$2.07M
5
AVGO icon
Broadcom
AVGO
+$1.48M

Top Sells

1
+$2.68M
2
+$2.47M
3
+$2.21M
4
ABBV icon
AbbVie
ABBV
+$1.87M
5
CAT icon
Caterpillar
CAT
+$1.43M

Sector Composition

1 Healthcare 19.58%
2 Technology 19.24%
3 Financials 12.71%
4 Industrials 9.84%
5 Consumer Staples 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.07M 0.16%
38,276
+8,089
102
$1.05M 0.16%
13,103
-2,760
103
$1.04M 0.16%
15,504
-10,254
104
$1.03M 0.16%
10,231
-264
105
$1.02M 0.16%
17,738
-219
106
$981K 0.15%
10,218
+303
107
$976K 0.15%
6,140
+1
108
$971K 0.15%
12,100
-500
109
$907K 0.14%
4,611
+120
110
$900K 0.14%
6,400
111
$880K 0.13%
15,900
112
$861K 0.13%
4,342
-620
113
$834K 0.13%
4,921
-40
114
$824K 0.13%
21,542
-1,200
115
$796K 0.12%
5,084
+3,205
116
$775K 0.12%
13,260
-5,040
117
$758K 0.12%
19,704
-297
118
$732K 0.11%
94,500
-16,950
119
$702K 0.11%
14,000
120
$697K 0.11%
2,364
+214
121
$671K 0.1%
9,283
+3,400
122
$664K 0.1%
6,287
+350
123
$631K 0.1%
9,700
-3,200
124
$613K 0.09%
16,160
+10
125
$611K 0.09%
7,486
+2
3 4
5
6 7