MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$2.53M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$1.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$955K

Top Sells

1
+$3.33M
2
+$1.07M
3
+$677K
4
GIS icon
General Mills
GIS
+$640K
5
KO icon
Coca-Cola
KO
+$379K

Sector Composition

1 Technology 34.72%
2 Healthcare 13.18%
3 Financials 11.35%
4 Industrials 9.59%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.4M 0.12%
22,635
102
$1.39M 0.12%
9,693
103
$1.36M 0.11%
29,451
-1,287
104
$1.35M 0.11%
13,100
105
$1.34M 0.11%
41,188
+259
106
$1.34M 0.11%
22,848
+4,630
107
$1.23M 0.1%
16,496
+22
108
$1.2M 0.1%
19,559
-100
109
$1.2M 0.1%
16,255
-2,900
110
$1.18M 0.1%
21,000
111
$1.1M 0.09%
19,575
-5,800
112
$1.07M 0.09%
37,112
-172
113
$1.03M 0.09%
5,633
+150
114
$1.02M 0.08%
55,573
+662
115
$997K 0.08%
2,053
-172
116
$984K 0.08%
6,046
117
$940K 0.08%
10,234
+113
118
$920K 0.08%
6,826
+26
119
$907K 0.08%
8,262
+3
120
$893K 0.07%
7,365
+178
121
$882K 0.07%
33,310
-3,435
122
$868K 0.07%
29,991
+380
123
$840K 0.07%
6,300
124
$827K 0.07%
14,634
+745
125
$822K 0.07%
9,655
+76
3 4
5
6 7