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
$976M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.59M
3
+$1.6M
4
ORCL icon
Oracle
ORCL
+$1.6M
5
TSLA icon
Tesla
TSLA
+$1.45M

Top Sells

1
+$5.99M
2
+$2M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$696K
5
AMGN icon
Amgen
AMGN
+$665K

Sector Composition

1 Technology 32.63%
2 Healthcare 15.99%
3 Industrials 10.19%
4 Financials 8.85%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.4M 0.14%
21,488
-1,662
102
$1.39M 0.14%
13,770
+338
103
$1.36M 0.14%
27,701
-732
104
$1.35M 0.14%
24,300
+1,665
105
$1.3M 0.13%
2,230
-23
106
$1.3M 0.13%
19,278
+299
107
$1.26M 0.13%
16,335
-123
108
$1.12M 0.11%
9,475
-50
109
$1.11M 0.11%
22,100
-10,000
110
$1.1M 0.11%
23,018
-494
111
$1.08M 0.11%
12,883
-810
112
$1.06M 0.11%
5,527
+287
113
$1.04M 0.11%
27,699
-995
114
$984K 0.1%
22,892
-1,466
115
$962K 0.1%
8,622
-297
116
$947K 0.1%
6,944
-100
117
$917K 0.09%
21,000
118
$916K 0.09%
2,000
119
$910K 0.09%
5,914
120
$840K 0.09%
2,355
-549
121
$711K 0.07%
10,137
+262
122
$703K 0.07%
6,300
123
$701K 0.07%
13,472
-700
124
$698K 0.07%
8,327
125
$688K 0.07%
20,650
+550
3 4
5
6 7