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
$586M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.9M
3
+$4.42M
4
CAT icon
Caterpillar
CAT
+$4.2M
5
CVS icon
CVS Health
CVS
+$3.37M

Top Sells

1
+$6.84M
2
+$4.12M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$529K
5
CTSH icon
Cognizant
CTSH
+$476K

Sector Composition

1 Technology 22.24%
2 Healthcare 17.61%
3 Financials 11.12%
4 Industrials 10.71%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$832K 0.14%
9,580
+2,340
102
$791K 0.14%
20,455
-190
103
$756K 0.13%
12,550
-7,895
104
$711K 0.12%
10,327
-1,497
105
$680K 0.12%
12,192
106
$642K 0.11%
18,800
-927
107
$639K 0.11%
3,085
+250
108
$637K 0.11%
51,050
-618
109
$635K 0.11%
10,420
+100
110
$604K 0.1%
5,500
+50
111
$603K 0.1%
6,058
+1
112
$602K 0.1%
6,683
+108
113
$586K 0.1%
4,415
114
$582K 0.1%
25,209
+45
115
$579K 0.1%
11,600
-200
116
$559K 0.1%
6,300
117
$556K 0.09%
4,535
-150
118
$550K 0.09%
17,500
-4,300
119
$549K 0.09%
7,300
-100
120
$523K 0.09%
9,451
+288
121
$511K 0.09%
2,000
122
$507K 0.09%
5,800
-450
123
$506K 0.09%
6,375
+175
124
$494K 0.08%
21,750
+1,500
125
$482K 0.08%
7,700
3 4
5
6 7