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
$644M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.32M
3
+$2.51M
4
TFC icon
Truist Financial
TFC
+$2.04M
5
DIS icon
Walt Disney
DIS
+$564K

Top Sells

1
+$1.8M
2
+$1.73M
3
+$1.54M
4
IFF icon
International Flavors & Fragrances
IFF
+$556K
5
DHI icon
D.R. Horton
DHI
+$469K

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Financials 11.34%
4 Industrials 10.09%
5 Consumer Staples 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$885K 0.14%
9,580
102
$871K 0.14%
21,655
+2,855
103
$843K 0.13%
2,588
-100
104
$842K 0.13%
20,455
105
$793K 0.12%
10,330
+3
106
$733K 0.11%
2,000
107
$722K 0.11%
6,200
+700
108
$701K 0.11%
6,883
+200
109
$698K 0.11%
6,058
110
$698K 0.11%
3,680
+595
111
$697K 0.11%
10,420
112
$696K 0.11%
11,406
-786
113
$668K 0.1%
50,550
-500
114
$612K 0.1%
10,188
+3,815
115
$609K 0.09%
25,254
+45
116
$597K 0.09%
15,486
+4,986
117
$590K 0.09%
6,300
118
$585K 0.09%
16,400
-1,100
119
$575K 0.09%
11,516
+1
120
$557K 0.09%
9,396
-55
121
$551K 0.09%
5,800
122
$551K 0.09%
7,700
123
$547K 0.08%
3,935
-480
124
$546K 0.08%
11,400
-200
125
$541K 0.08%
2,965
-30
3 4
5
6 7