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
$789M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.02M
3
+$716K
4
PANW icon
Palo Alto Networks
PANW
+$676K
5
CRM icon
Salesforce
CRM
+$572K

Top Sells

1
+$14.8M
2
+$3.08M
3
+$3M
4
UNP icon
Union Pacific
UNP
+$2.04M
5
NVDA icon
NVIDIA
NVDA
+$1.41M

Sector Composition

1 Technology 28.03%
2 Healthcare 19.46%
3 Industrials 9.81%
4 Financials 8.84%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.15M 0.15%
43,009
102
$1.1M 0.14%
27,298
103
$1.08M 0.14%
21,464
-251
104
$1.05M 0.13%
13,125
+475
105
$1.05M 0.13%
23,202
-844
106
$1.05M 0.13%
8,300
107
$1.03M 0.13%
28,045
+5,895
108
$1.01M 0.13%
23,060
109
$992K 0.13%
15,968
+5,940
110
$970K 0.12%
2,000
111
$928K 0.12%
7,811
-2,967
112
$924K 0.12%
30,422
-70
113
$913K 0.12%
13,420
114
$911K 0.12%
47,850
+3,750
115
$906K 0.11%
9,420
-2,000
116
$903K 0.11%
19,410
-1,000
117
$893K 0.11%
4,175
118
$848K 0.11%
55,248
+346
119
$837K 0.11%
6,914
-16
120
$835K 0.11%
17,497
-3,352
121
$822K 0.1%
2,541
+300
122
$817K 0.1%
9,808
-48
123
$774K 0.1%
6,636
+201
124
$742K 0.09%
17,799
125
$738K 0.09%
20,600
-600
3 4
5
6 7