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
$1.06B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.4M
3
+$957K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$638K
5
EPD icon
Enterprise Products Partners
EPD
+$487K

Top Sells

1
+$5.83M
2
+$5.27M
3
+$1.62M
4
GPC icon
Genuine Parts
GPC
+$1.54M
5
CI icon
Cigna
CI
+$1.27M

Sector Composition

1 Technology 32.01%
2 Healthcare 15.77%
3 Industrials 10.06%
4 Financials 9.16%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.52M 0.14%
40,928
102
$1.5M 0.14%
8,589
103
$1.48M 0.14%
15,330
+1,560
104
$1.48M 0.14%
24,309
+9
105
$1.45M 0.14%
20,688
-800
106
$1.33M 0.13%
19,278
107
$1.29M 0.12%
22,452
-566
108
$1.28M 0.12%
13,102
+219
109
$1.21M 0.11%
15,726
-609
110
$1.16M 0.11%
27,602
-97
111
$1.15M 0.11%
7,403
-9,932
112
$1.15M 0.11%
5,507
-20
113
$1.09M 0.1%
10,025
+550
114
$1.03M 0.1%
8,625
+3
115
$1.03M 0.1%
6,944
116
$1.01M 0.1%
5,714
-200
117
$972K 0.09%
22,221
-671
118
$972K 0.09%
21,000
119
$938K 0.09%
21,700
-400
120
$848K 0.08%
6,602
+152
121
$786K 0.07%
8,327
122
$765K 0.07%
6,322
+22
123
$738K 0.07%
13,472
124
$729K 0.07%
10,159
+22
125
$716K 0.07%
8,825
3 4
5
6 7