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
$435M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.87M
3
+$6.09M
4
DUK icon
Duke Energy
DUK
+$5.29M
5
PG icon
Procter & Gamble
PG
+$5.25M

Top Sells

1
+$2.8M
2
+$2.21M
3
+$2.13M
4
VYX icon
NCR Voyix
VYX
+$626K
5
HD icon
Home Depot
HD
+$529K

Sector Composition

1 Technology 17.64%
2 Healthcare 15.15%
3 Industrials 11.77%
4 Financials 10.44%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$496K 0.11%
8,345
127
$467K 0.11%
5,122
128
$437K 0.1%
+25,928
129
$421K 0.1%
16,100
130
$413K 0.09%
+10,650
131
$412K 0.09%
14,172
132
$408K 0.09%
10,000
-7,000
133
$367K 0.08%
5,403
-157
134
$355K 0.08%
9,702
135
$354K 0.08%
4,595
136
$352K 0.08%
4,150
137
$351K 0.08%
11,320
138
$351K 0.08%
+2,750
139
$340K 0.08%
4,172
+6
140
$331K 0.08%
4,162
141
$314K 0.07%
32,962
142
$313K 0.07%
3,000
143
$311K 0.07%
4,898
144
$311K 0.07%
22,150
-300
145
$309K 0.07%
3,260
146
$306K 0.07%
9,600
147
$272K 0.06%
5,884
+6
148
$263K 0.06%
3,329
-100
149
$259K 0.06%
+3,100
150
$258K 0.06%
5,000
4 5
6
7 8