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
$539M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$2.56M
3
+$2.49M
4
IP icon
International Paper
IP
+$936K
5
CBRL icon
Cracker Barrel
CBRL
+$509K

Top Sells

1
+$2.53M
2
+$2.29M
3
+$2.16M
4
AAPL icon
Apple
AAPL
+$1.28M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Sector Composition

1 Technology 23.1%
2 Healthcare 17.55%
3 Financials 11.41%
4 Consumer Staples 9.45%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$807K 0.15%
5,049
-2,515
102
$766K 0.14%
6,422
-4
103
$756K 0.14%
13,021
-4,247
104
$657K 0.12%
11,448
+1
105
$649K 0.12%
12,192
-9,600
106
$636K 0.12%
4,935
+550
107
$633K 0.12%
11,993
108
$628K 0.12%
4,900
-14
109
$627K 0.12%
25,122
+45
110
$624K 0.12%
52,044
-524
111
$605K 0.11%
10,320
+80
112
$594K 0.11%
6,475
-6
113
$568K 0.11%
6,056
+2
114
$565K 0.1%
5,941
-2,300
115
$562K 0.1%
20,250
116
$559K 0.1%
3,500
117
$557K 0.1%
6,260
-860
118
$555K 0.1%
8,000
-1,000
119
$547K 0.1%
3,426
-9
120
$540K 0.1%
6,300
121
$534K 0.1%
7,500
-6,200
122
$532K 0.1%
2,000
123
$514K 0.1%
11,577
-45
124
$499K 0.09%
4,415
125
$490K 0.09%
+3,095
3 4
5
6 7