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
$925M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$967K
2
+$821K
3
+$783K
4
HON icon
Honeywell
HON
+$693K
5
EXAS icon
Exact Sciences
EXAS
+$613K

Top Sells

1
+$3.98M
2
+$3.77M
3
+$2.9M
4
ORCL icon
Oracle
ORCL
+$1.98M
5
AMZN icon
Amazon
AMZN
+$1.08M

Sector Composition

1 Technology 32.18%
2 Healthcare 17.47%
3 Industrials 10.05%
4 Financials 8.43%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.16%
42,135
102
$1.43M 0.15%
5,046
+871
103
$1.42M 0.15%
19,904
-735
104
$1.38M 0.15%
24,094
-756
105
$1.36M 0.15%
31,848
+50
106
$1.32M 0.14%
25,681
+392
107
$1.18M 0.13%
22,635
-200
108
$1.18M 0.13%
9,723
+3
109
$1.1M 0.12%
8,194
+200
110
$1.09M 0.12%
18,910
-500
111
$1.08M 0.12%
20,933
112
$1.03M 0.11%
2,203
+12
113
$991K 0.11%
22,170
-1,550
114
$970K 0.1%
28,765
+4
115
$939K 0.1%
6,363
-199
116
$931K 0.1%
7,017
117
$926K 0.1%
2,716
+30
118
$899K 0.1%
21,000
119
$896K 0.1%
5,151
+10
120
$894K 0.1%
2,000
121
$876K 0.09%
9,750
-2,511
122
$854K 0.09%
9,517
-297
123
$798K 0.09%
6,286
+422
124
$791K 0.09%
11,256
-2,376
125
$755K 0.08%
15,372
-100
3 4
5
6 7