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
$859M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.54M
3
+$2.81M
4
LRCX icon
Lam Research
LRCX
+$2.56M
5
MSFT icon
Microsoft
MSFT
+$2.28M

Top Sells

1
+$3.95M
2
+$3.46M
3
+$1.57M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$790K
5
AMZN icon
Amazon
AMZN
+$757K

Sector Composition

1 Technology 29.64%
2 Healthcare 18.99%
3 Industrials 10.01%
4 Financials 8.55%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.15%
4,651
102
$1.3M 0.15%
15,329
+197
103
$1.25M 0.15%
43,009
+2,279
104
$1.25M 0.15%
11,420
+1,400
105
$1.21M 0.14%
21,715
-75
106
$1.21M 0.14%
38,350
-800
107
$1.19M 0.14%
7,771
108
$1.16M 0.13%
12,650
+350
109
$1.15M 0.13%
54,902
-16,873
110
$1.09M 0.13%
44,100
+6,175
111
$1.07M 0.13%
20,410
112
$1.07M 0.12%
27,298
113
$1.04M 0.12%
23,060
+2,755
114
$959K 0.11%
30,492
-95
115
$957K 0.11%
13,420
+3,500
116
$939K 0.11%
8,300
117
$936K 0.11%
2,000
118
$931K 0.11%
4,175
119
$923K 0.11%
22,150
-870
120
$889K 0.1%
6,930
+18
121
$819K 0.1%
17,799
122
$781K 0.09%
6,435
+300
123
$776K 0.09%
9,856
+3
124
$750K 0.09%
21,200
+200
125
$748K 0.09%
8,825
3 4
5
6 7