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
$887M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$649K
3
+$470K
4
TJX icon
TJX Companies
TJX
+$454K
5
DG icon
Dollar General
DG
+$420K

Top Sells

1
+$3.46M
2
+$3.31M
3
+$3.01M
4
AVGO icon
Broadcom
AVGO
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.31M

Sector Composition

1 Technology 29.97%
2 Healthcare 18.41%
3 Industrials 10.28%
4 Consumer Staples 8.4%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.16%
9,150
+150
102
$1.41M 0.16%
15,310
103
$1.26M 0.14%
42,135
-500
104
$1.2M 0.14%
53,676
+1,826
105
$1.19M 0.13%
31,798
+2,500
106
$1.17M 0.13%
20,933
+1,100
107
$1.15M 0.13%
19,410
108
$1.14M 0.13%
22,835
-225
109
$1.07M 0.12%
25,289
+5,591
110
$1.05M 0.12%
23,720
111
$1.05M 0.12%
7,994
+183
112
$1.04M 0.12%
4,175
113
$1.01M 0.11%
52,568
-544
114
$1.01M 0.11%
9,720
+250
115
$997K 0.11%
6,562
-25
116
$971K 0.11%
2,000
117
$960K 0.11%
12,261
-1,114
118
$949K 0.11%
13,632
+199
119
$925K 0.1%
28,761
+218
120
$908K 0.1%
7,017
+15
121
$856K 0.1%
9,814
+3
122
$829K 0.09%
2,686
123
$788K 0.09%
21,000
124
$787K 0.09%
6,930
-260
125
$785K 0.09%
16,749
-1,050
3 4
5
6 7