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
$561M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.1M
3
+$2.42M
4
INTC icon
Intel
INTC
+$2.41M
5
UNH icon
UnitedHealth
UNH
+$2.04M

Top Sells

1
+$4.01M
2
+$2.49M
3
+$1.83M
4
COST icon
Costco
COST
+$1.07M
5
APTV icon
Aptiv
APTV
+$702K

Sector Composition

1 Technology 23.08%
2 Healthcare 17.8%
3 Financials 11.6%
4 Consumer Staples 9.51%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$866K 0.15%
6,405
-17
102
$802K 0.14%
20,645
-855
103
$784K 0.14%
19,727
-8,046
104
$723K 0.13%
11,824
-1,197
105
$685K 0.12%
7,240
+980
106
$680K 0.12%
4,685
-250
107
$662K 0.12%
3,500
108
$649K 0.12%
25,164
+42
109
$645K 0.12%
12,192
110
$631K 0.11%
11,800
-193
111
$609K 0.11%
6,575
+100
112
$608K 0.11%
51,668
-376
113
$607K 0.11%
6,057
+1
114
$580K 0.1%
21,800
-7,100
115
$558K 0.1%
10,320
116
$558K 0.1%
2,835
+125
117
$550K 0.1%
6,300
118
$542K 0.1%
4,415
119
$542K 0.1%
11,449
+1
120
$541K 0.1%
7,400
-100
121
$540K 0.1%
5,450
+400
122
$531K 0.09%
2,000
123
$505K 0.09%
6,250
-8,685
124
$494K 0.09%
2,990
-436
125
$484K 0.09%
20,250
3 4
5
6 7