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
$1.02B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.11M
3
+$3.93M
4
GPN icon
Global Payments
GPN
+$2.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.9M

Top Sells

1
+$6.9M
2
+$5.42M
3
+$5.23M
4
AMGN icon
Amgen
AMGN
+$4.05M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Sector Composition

1 Technology 31.37%
2 Healthcare 17.32%
3 Consumer Discretionary 9.13%
4 Industrials 9.1%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.63M 0.16%
24,525
+1,200
102
$1.55M 0.15%
8,680
103
$1.54M 0.15%
40,982
+13,128
104
$1.51M 0.15%
8,023
+187
105
$1.48M 0.15%
25,000
106
$1.48M 0.15%
12,827
+1,269
107
$1.46M 0.14%
10,100
+360
108
$1.44M 0.14%
10,778
-2,614
109
$1.44M 0.14%
12,275
+8,175
110
$1.43M 0.14%
29,798
-143
111
$1.42M 0.14%
29,968
-682
112
$1.39M 0.14%
15,917
-26,642
113
$1.38M 0.14%
17,533
+205
114
$1.35M 0.13%
11,495
+903
115
$1.35M 0.13%
7,625
+550
116
$1.25M 0.12%
8,300
+50
117
$1.22M 0.12%
65,841
-13,688
118
$1.19M 0.12%
30,491
+806
119
$1.15M 0.11%
20,305
120
$1.13M 0.11%
9,850
+900
121
$1.11M 0.11%
6,096
122
$1.08M 0.11%
17,839
-53
123
$1.02M 0.1%
20,716
+206
124
$995K 0.1%
9,851
+3
125
$980K 0.1%
32,458
+358
3 4
5
6 7