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
$985M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.53M
3
+$2.17M
4
SYK icon
Stryker
SYK
+$2.17M
5
LRCX icon
Lam Research
LRCX
+$2.15M

Top Sells

1
+$4.01M
2
+$3.77M
3
+$3.71M
4
SYY icon
Sysco
SYY
+$3.49M
5
INTC icon
Intel
INTC
+$2.93M

Sector Composition

1 Technology 30.39%
2 Healthcare 18.06%
3 Industrials 9.81%
4 Financials 8.52%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.6M 0.16%
21,790
-103
102
$1.54M 0.16%
26,882
-3,086
103
$1.53M 0.16%
6,655
104
$1.52M 0.15%
40,730
-252
105
$1.51M 0.15%
17,733
+200
106
$1.49M 0.15%
8,480
-200
107
$1.47M 0.15%
12,300
+25
108
$1.43M 0.15%
37,925
+5,467
109
$1.43M 0.14%
7,771
-252
110
$1.4M 0.14%
10,778
111
$1.4M 0.14%
10,020
-80
112
$1.33M 0.13%
15,132
-785
113
$1.32M 0.13%
27,298
-2,500
114
$1.32M 0.13%
23,020
-1,505
115
$1.28M 0.13%
71,775
+5,934
116
$1.2M 0.12%
4,175
-1,225
117
$1.17M 0.12%
30,587
+96
118
$1.1M 0.11%
8,300
119
$1.09M 0.11%
20,305
120
$1.03M 0.1%
20,410
-306
121
$963K 0.1%
6,135
+39
122
$950K 0.1%
17,799
-40
123
$947K 0.1%
6,912
+215
124
$944K 0.1%
9,080
-240
125
$900K 0.09%
2,550
+41
3 4
5
6 7