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
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.02M
3
+$1.81M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.43M
5
ABT icon
Abbott
ABT
+$1.4M

Top Sells

1
+$5.73M
2
+$3.16M
3
+$2.04M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$956K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

1 Technology 35.06%
2 Healthcare 13.47%
3 Financials 10.28%
4 Industrials 9.35%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.41M 0.12%
9,731
-359
102
$1.39M 0.12%
28,736
-2,238
103
$1.34M 0.12%
41,434
104
$1.28M 0.11%
5,493
-18
105
$1.27M 0.11%
54,993
-7,306
106
$1.25M 0.11%
19,600
-300
107
$1.24M 0.11%
16,300
+100
108
$1.22M 0.11%
13,100
+500
109
$1.14M 0.1%
2,505
-315
110
$1.08M 0.09%
44,050
-3,600
111
$1.07M 0.09%
18,817
-777
112
$1.07M 0.09%
19,659
+500
113
$1.06M 0.09%
8,632
+2
114
$1.05M 0.09%
5,608
-25
115
$1.04M 0.09%
1,996
+1,459
116
$973K 0.08%
21,000
117
$944K 0.08%
6,860
-2,484
118
$900K 0.08%
7,704
-200
119
$843K 0.07%
16,118
120
$832K 0.07%
10,103
-24
121
$804K 0.07%
6,300
122
$775K 0.07%
14,389
123
$757K 0.07%
35,975
-2,310
124
$732K 0.06%
7,650
-300
125
$730K 0.06%
5,561
+24
3 4
5
6 7