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
$724M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$5.68M
3
+$3.51M
4
AAPL icon
Apple
AAPL
+$2.92M
5
SNDK
SANDISK CORP
SNDK
+$2.51M

Top Sells

1
+$5.08M
2
+$3.97M
3
+$848K
4
INTC icon
Intel
INTC
+$744K
5
HOG icon
Harley-Davidson
HOG
+$454K

Sector Composition

1 Financials 33.92%
2 Technology 12.99%
3 Healthcare 11.55%
4 Industrials 7.69%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$489K 0.07%
12,000
127
$487K 0.07%
12,900
128
$480K 0.07%
+20,203
129
$478K 0.07%
14,172
130
$445K 0.06%
27,609
131
$442K 0.06%
5,830
132
$433K 0.06%
5,939
133
$431K 0.06%
10,600
134
$426K 0.06%
1,800
+800
135
$422K 0.06%
24,593
-167
136
$421K 0.06%
6,331
+366
137
$416K 0.06%
10,000
138
$400K 0.06%
7,806
+905
139
$394K 0.05%
3,000
140
$387K 0.05%
15,900
141
$387K 0.05%
14,150
142
$387K 0.05%
7,000
143
$385K 0.05%
4,595
144
$383K 0.05%
2,374
+235
145
$383K 0.05%
+23,400
146
$381K 0.05%
4,051
147
$378K 0.05%
3,660
+500
148
$375K 0.05%
8,594
149
$374K 0.05%
11,125
+2,778
150
$372K 0.05%
3,999
4 5
6
7 8