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
$861M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.58M
3
+$2.99M
4
KLAC icon
KLA
KLAC
+$2.9M
5
AMD icon
Advanced Micro Devices
AMD
+$2.82M

Top Sells

1
+$1.45M
2
+$1.32M
3
+$492K
4
SCHW icon
Charles Schwab
SCHW
+$364K
5
HD icon
Home Depot
HD
+$322K

Sector Composition

1 Technology 28.72%
2 Healthcare 17.79%
3 Financials 10.76%
4 Industrials 9.7%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.45M 0.17%
+32,000
102
$1.43M 0.17%
18,521
-142
103
$1.4M 0.16%
69,200
-2,000
104
$1.37M 0.16%
37,750
+5,300
105
$1.37M 0.16%
63,135
-2,250
106
$1.36M 0.16%
30,650
-350
107
$1.36M 0.16%
29,942
+30
108
$1.32M 0.15%
18,665
+18
109
$1.28M 0.15%
17,358
110
$1.23M 0.14%
8,418
+1,800
111
$1.22M 0.14%
9,740
-100
112
$1.14M 0.13%
10,832
-388
113
$1.1M 0.13%
4,705
114
$1.09M 0.13%
20,305
-1,680
115
$1.09M 0.13%
29,681
-111
116
$1.07M 0.12%
9,744
+483
117
$951K 0.11%
6,405
+2,525
118
$936K 0.11%
+19,110
119
$935K 0.11%
3,867
120
$928K 0.11%
20,510
-400
121
$913K 0.11%
6,063
+1
122
$897K 0.1%
27,954
123
$885K 0.1%
2,000
124
$873K 0.1%
9,845
+2
125
$854K 0.1%
+5,675
3 4
5
6 7