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
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$14.5M
3
+$13M
4
QCOM icon
Qualcomm
QCOM
+$10.5M
5
GE icon
GE Aerospace
GE
+$10M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.74%
2 Industrials 13.4%
3 Healthcare 12.56%
4 Financials 11.15%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$242K 0.07%
+5,000
127
$239K 0.07%
+19,360
128
$236K 0.07%
+3,855
129
$233K 0.07%
+22,450
130
$230K 0.07%
+14,550
131
$229K 0.07%
+3,450
132
$222K 0.06%
+50,000
133
$214K 0.06%
+1,150
134
$214K 0.06%
+7,484
135
$212K 0.06%
+8,485
136
$208K 0.06%
+40,000
137
$208K 0.06%
+1,916
138
$207K 0.06%
+26,829
139
$205K 0.06%
+4,505
140
$203K 0.06%
+2,400
141
$175K 0.05%
+7,304
142
$106K 0.03%
+15,000
143
$102K 0.03%
+1,686
144
$47K 0.01%
+2,286
2 3 4 5
6