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
$640M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$4.17M
3
+$3.54M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.68M
5
PSX icon
Phillips 66
PSX
+$1.62M

Top Sells

1
+$394M
2
+$6.73M
3
+$2.96M
4
MON
Monsanto Co
MON
+$2.41M
5
GE icon
GE Aerospace
GE
+$2.09M

Sector Composition

1 Healthcare 20.12%
2 Technology 17.36%
3 Financials 12.49%
4 Industrials 10.03%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$696K 0.11%
15,900
-3,000
127
$693K 0.11%
20,001
-344
128
$678K 0.11%
14,000
+1,000
129
$659K 0.1%
5,937
-719
130
$628K 0.1%
12,900
-4,600
131
$618K 0.1%
15,000
132
$585K 0.09%
2,400
133
$578K 0.09%
16,150
-85
134
$559K 0.09%
12,832
-37,840
135
$552K 0.09%
7,484
+2
136
$547K 0.09%
2,150
-594
137
$547K 0.09%
26,663
138
$534K 0.08%
11,140
-5,000
139
$515K 0.08%
28,458
+1,572
140
$511K 0.08%
6,300
141
$491K 0.08%
4,407
-19
142
$478K 0.07%
3,284
143
$464K 0.07%
7,000
144
$461K 0.07%
3,500
145
$452K 0.07%
4,292
146
$452K 0.07%
24,900
147
$447K 0.07%
9,104
148
$445K 0.07%
4,074
-40
149
$440K 0.07%
12,919
150
$427K 0.07%
+13,400
4 5
6
7 8