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
$870M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$725K
3
+$636K
4
PANW icon
Palo Alto Networks
PANW
+$425K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$360K

Top Sells

1
+$7.77M
2
+$3.52M
3
+$2.03M
4
ETN icon
Eaton
ETN
+$1.75M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 30.53%
2 Healthcare 17.93%
3 Industrials 10.41%
4 Financials 8.46%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.14%
40,778
-1,357
102
$1.25M 0.14%
18,979
+69
103
$1.23M 0.14%
16,458
-3,446
104
$1.21M 0.14%
2,253
+50
105
$1.2M 0.14%
23,512
-582
106
$1.16M 0.13%
28,433
-3,415
107
$1.13M 0.13%
8,069
-125
108
$1.13M 0.13%
22,635
109
$1.02M 0.12%
2,904
+188
110
$1.01M 0.12%
9,525
-225
111
$1.01M 0.12%
24,358
-1,323
112
$985K 0.11%
13,693
-5,359
113
$973K 0.11%
2,000
114
$952K 0.11%
28,694
-71
115
$907K 0.1%
7,044
+27
116
$859K 0.1%
5,240
+89
117
$846K 0.1%
8,919
-598
118
$826K 0.1%
14,172
-1,200
119
$825K 0.09%
5,914
-449
120
$784K 0.09%
21,000
121
$756K 0.09%
6,186
-100
122
$753K 0.09%
8,327
-630
123
$651K 0.07%
6,300
124
$644K 0.07%
14,408
-6,525
125
$639K 0.07%
9,875
-1,381
3 4
5
6 7