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
$610M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.43M
3
+$1.98M
4
MSFT icon
Microsoft
MSFT
+$1.83M
5
MRK icon
Merck
MRK
+$1.61M

Top Sells

1
+$3.03M
2
+$866K
3
+$833K
4
C icon
Citigroup
C
+$703K
5
XOM icon
Exxon Mobil
XOM
+$333K

Sector Composition

1 Technology 27.32%
2 Healthcare 18.5%
3 Consumer Staples 9.65%
4 Industrials 9.61%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$786K 0.13%
21,750
102
$758K 0.12%
10,522
103
$758K 0.12%
20,455
104
$738K 0.12%
21,510
105
$717K 0.12%
29,783
-95
106
$712K 0.12%
6,748
+264
107
$682K 0.11%
29,030
-3,400
108
$680K 0.11%
5,934
-1,242
109
$672K 0.11%
70,985
-3,600
110
$669K 0.11%
25,854
111
$657K 0.11%
6,061
+1
112
$645K 0.11%
17,950
-500
113
$630K 0.1%
10,125
+5,700
114
$612K 0.1%
3,457
+1,215
115
$612K 0.1%
11,006
116
$609K 0.1%
3,867
117
$593K 0.1%
6,350
+150
118
$579K 0.09%
3,935
119
$571K 0.09%
5,668
-400
120
$548K 0.09%
4,700
121
$510K 0.08%
6,300
122
$481K 0.08%
12,454
+1,001
123
$469K 0.08%
2,840
+98
124
$453K 0.07%
4,100
125
$450K 0.07%
6,484
3 4
5
6 7