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
$589M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.4M
3
+$1.28M
4
VZ icon
Verizon
VZ
+$1.26M
5
AAL icon
American Airlines Group
AAL
+$1.07M

Top Sells

1
+$3.95M
2
+$2.5M
3
+$2.13M
4
AAPL icon
Apple
AAPL
+$1.75M
5
DFS
Discover Financial Services
DFS
+$1.49M

Sector Composition

1 Technology 18.27%
2 Healthcare 18.04%
3 Financials 12.48%
4 Industrials 10.69%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$648K 0.11%
13,000
-4,600
127
$640K 0.11%
21,258
-964
128
$583K 0.1%
1,776
+93
129
$576K 0.1%
16,622
+150
130
$569K 0.1%
30,000
131
$556K 0.09%
16,230
-895
132
$495K 0.08%
2,400
133
$495K 0.08%
4,426
134
$491K 0.08%
2,779
135
$489K 0.08%
6,300
136
$485K 0.08%
7,480
+250
137
$471K 0.08%
15,000
-3,000
138
$453K 0.08%
9,104
-1,150
139
$440K 0.07%
26,663
140
$439K 0.07%
12,919
141
$435K 0.07%
3,284
142
$426K 0.07%
4,164
-50
143
$416K 0.07%
26,835
+3,051
144
$397K 0.07%
7,700
145
$393K 0.07%
7,500
-1,000
146
$386K 0.07%
3,200
147
$381K 0.06%
4,292
148
$379K 0.06%
8,900
-600
149
$375K 0.06%
5,368
+513
150
$372K 0.06%
15,658
+6,354
4 5
6
7 8