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
$697M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.28M
3
+$3.5M
4
ABBV icon
AbbVie
ABBV
+$2.39M
5
UNP icon
Union Pacific
UNP
+$2.19M

Top Sells

1
+$3.25M
2
+$2.43M
3
+$2.32M
4
INTC icon
Intel
INTC
+$2.09M
5
IAC icon
IAC Inc
IAC
+$1.41M

Sector Composition

1 Technology 27.19%
2 Healthcare 19%
3 Financials 10.25%
4 Industrials 9.74%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$952K 0.14%
67,085
-3,900
102
$917K 0.13%
4,185
103
$893K 0.13%
9,841
+3
104
$879K 0.13%
10,040
-780
105
$878K 0.13%
29,788
+5
106
$876K 0.13%
29,030
107
$860K 0.12%
20,510
-1,000
108
$855K 0.12%
28,254
+2,400
109
$850K 0.12%
21,750
110
$846K 0.12%
10,022
-500
111
$846K 0.12%
9,382
+3,972
112
$821K 0.12%
2,000
113
$801K 0.12%
6,525
+175
114
$765K 0.11%
6,062
+1
115
$765K 0.11%
6,418
+750
116
$765K 0.11%
6,748
117
$704K 0.1%
10,306
-700
118
$683K 0.1%
3,867
119
$611K 0.09%
4,700
120
$608K 0.09%
2,838
-2
121
$577K 0.08%
6,300
122
$565K 0.08%
4,280
-1,654
123
$557K 0.08%
3,935
124
$552K 0.08%
13,470
+1,016
125
$545K 0.08%
3,057
-400
3 4
5
6 7