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
$766M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.91M
3
+$3.15M
4
CDNS icon
Cadence Design Systems
CDNS
+$2.74M
5
IFF icon
International Flavors & Fragrances
IFF
+$2.22M

Top Sells

1
+$1.64M
2
+$493K
3
+$476K
4
ILMN icon
Illumina
ILMN
+$461K
5
T icon
AT&T
T
+$441K

Sector Composition

1 Technology 27.7%
2 Healthcare 18.14%
3 Financials 10.88%
4 Industrials 9.92%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.16%
6,230
+100
102
$1.24M 0.16%
32,450
-5,100
103
$1.18M 0.15%
11,220
+1,198
104
$1.17M 0.15%
65,385
-1,700
105
$1.17M 0.15%
29,912
+882
106
$1.14M 0.15%
21,985
107
$1.07M 0.14%
4,705
+520
108
$1.02M 0.13%
9,840
-200
109
$1.01M 0.13%
29,792
+4
110
$990K 0.13%
9,261
-121
111
$973K 0.13%
20,910
+400
112
$940K 0.12%
6,618
+200
113
$904K 0.12%
9,843
+2
114
$898K 0.12%
27,954
-300
115
$838K 0.11%
2,000
116
$831K 0.11%
6,062
117
$794K 0.1%
6,625
+100
118
$791K 0.1%
6,773
+25
119
$766K 0.1%
3,867
120
$749K 0.1%
21,750
121
$746K 0.1%
1,995
122
$724K 0.09%
14,155
+685
123
$723K 0.09%
2,838
124
$671K 0.09%
3,880
-400
125
$662K 0.09%
10,006
-300
3 4
5
6 7