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
$907M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.78M
3
+$4.24M
4
LRCX icon
Lam Research
LRCX
+$3.43M
5
MTCH icon
Match Group
MTCH
+$3.33M

Top Sells

1
+$2M
2
+$1.4M
3
+$330K
4
TGT icon
Target
TGT
+$312K
5
MSFT icon
Microsoft
MSFT
+$301K

Sector Composition

1 Technology 28.95%
2 Healthcare 18.07%
3 Financials 10.32%
4 Industrials 8.97%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.63M 0.18%
5,625
102
$1.63M 0.18%
23,325
103
$1.62M 0.18%
79,529
-574
104
$1.51M 0.17%
4,376
+62
105
$1.51M 0.17%
22,170
+3,649
106
$1.51M 0.17%
7,836
+52
107
$1.47M 0.16%
8,680
108
$1.39M 0.15%
6,602
+1,897
109
$1.39M 0.15%
29,941
-1
110
$1.33M 0.15%
62,135
-1,000
111
$1.3M 0.14%
9,740
112
$1.29M 0.14%
30,650
113
$1.27M 0.14%
32,100
+100
114
$1.27M 0.14%
11,558
+1,814
115
$1.26M 0.14%
17,328
-30
116
$1.26M 0.14%
17,892
-773
117
$1.25M 0.14%
8,250
-168
118
$1.11M 0.12%
29,685
+4
119
$1.07M 0.12%
10,592
-240
120
$1.07M 0.12%
20,305
121
$1.04M 0.12%
7,464
+1,059
122
$1.02M 0.11%
7,075
+1,400
123
$1.02M 0.11%
8,950
+6,377
124
$983K 0.11%
20,510
125
$948K 0.1%
6,096
+33
3 4
5
6 7