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
$1.16B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.52M
3
+$1.3M
4
AMTM
Amentum Holdings
AMTM
+$1.23M
5
PANW icon
Palo Alto Networks
PANW
+$660K

Top Sells

1
+$1.09M
2
+$980K
3
+$715K
4
EXAS icon
Exact Sciences
EXAS
+$598K
5
J icon
Jacobs Solutions
J
+$501K

Sector Composition

1 Technology 33.23%
2 Healthcare 14.81%
3 Industrials 9.79%
4 Financials 9.49%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.49M 0.13%
10,090
-6,655
102
$1.47M 0.13%
19,900
103
$1.44M 0.12%
16,200
104
$1.44M 0.12%
9,344
+2,388
105
$1.43M 0.12%
41,434
106
$1.4M 0.12%
30,974
+3,136
107
$1.3M 0.11%
2,820
-26
108
$1.28M 0.11%
47,650
-7,100
109
$1.24M 0.11%
5,511
-30
110
$1.24M 0.11%
19,159
-119
111
$1.23M 0.11%
+38,285
112
$1.23M 0.11%
12,600
113
$1.15M 0.1%
19,594
-1,700
114
$1.1M 0.1%
7,904
+91
115
$1.08M 0.09%
5,633
-65
116
$1.06M 0.09%
21,000
117
$1.04M 0.09%
8,630
+3
118
$978K 0.08%
3,453
+1,189
119
$913K 0.08%
10,127
-8
120
$867K 0.07%
19,631
-1,645
121
$832K 0.07%
14,389
122
$823K 0.07%
16,118
+3,025
123
$808K 0.07%
6,300
124
$803K 0.07%
7,950
-560
125
$798K 0.07%
6,702
+100
3 4
5
6 7