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
$479M
AUM Growth
+$478M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.1M
3
+$3.09M
4
MDT icon
Medtronic
MDT
+$2.39M
5
JPM icon
JPMorgan Chase
JPM
+$2.32M

Top Sells

1
+$4.63M
2
+$3.25M
3
+$2.47M
4
QCOM icon
Qualcomm
QCOM
+$1.04M
5
IAC icon
IAC Inc
IAC
+$762K

Sector Composition

1 Technology 16.89%
2 Healthcare 16.1%
3 Industrials 11.7%
4 Financials 10.63%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$431K 0.09%
12,000
127
$424K 0.09%
+5,762
128
$413K 0.09%
7,000
129
$411K 0.09%
4,595
130
$410K 0.09%
10,000
131
$406K 0.08%
27,609
-5,573
132
$397K 0.08%
5,403
133
$396K 0.08%
15,900
-5,475
134
$395K 0.08%
3,000
135
$389K 0.08%
11,320
136
$388K 0.08%
16,900
-1,000
137
$378K 0.08%
8,594
-8,500
138
$373K 0.08%
23,900
-2,028
139
$368K 0.08%
7,500
140
$364K 0.08%
4,316
+871
141
$363K 0.08%
5,645
-1,100
142
$345K 0.07%
12,600
143
$341K 0.07%
10,650
144
$341K 0.07%
4,051
145
$336K 0.07%
6,473
+584
146
$333K 0.07%
2,656
+850
147
$332K 0.07%
4,898
148
$312K 0.07%
7,280
-2,422
149
$309K 0.06%
3,100
150
$307K 0.06%
3,160
4 5
6
7 8