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
$1.08B
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.2M
3
+$1.83M
4
CVX icon
Chevron
CVX
+$1.01M
5
CRM icon
Salesforce
CRM
+$592K

Top Sells

1
+$2.76M
2
+$1.98M
3
+$1.02M
4
IFF icon
International Flavors & Fragrances
IFF
+$752K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$607K

Sector Composition

1 Technology 34.72%
2 Healthcare 14.42%
3 Industrials 9.23%
4 Financials 9.16%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.13%
24,300
-9
102
$1.41M 0.13%
14,093
+991
103
$1.39M 0.13%
41,434
+506
104
$1.3M 0.12%
16,200
+474
105
$1.29M 0.12%
19,278
106
$1.26M 0.12%
19,900
-788
107
$1.25M 0.12%
5,541
+34
108
$1.23M 0.11%
12,600
109
$1.16M 0.11%
2,846
-1,026
110
$1.15M 0.11%
21,294
-1,158
111
$1.14M 0.11%
27,838
+236
112
$1.08M 0.1%
7,813
+410
113
$1.03M 0.09%
5,698
-16
114
$1.02M 0.09%
21,000
115
$1.01M 0.09%
6,956
+12
116
$942K 0.09%
6,602
117
$929K 0.09%
8,627
+2
118
$852K 0.08%
21,700
119
$818K 0.08%
21,276
-945
120
$786K 0.07%
10,135
-24
121
$767K 0.07%
8,510
-1,515
122
$756K 0.07%
8,296
-31
123
$747K 0.07%
2,000
124
$747K 0.07%
6,300
-22
125
$705K 0.07%
14,389
3 4
5
6 7