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
$656M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$4.52M
3
+$3.04M
4
MU icon
Micron Technology
MU
+$2.07M
5
AVGO icon
Broadcom
AVGO
+$1.48M

Top Sells

1
+$2.68M
2
+$2.47M
3
+$2.21M
4
ABBV icon
AbbVie
ABBV
+$1.87M
5
CAT icon
Caterpillar
CAT
+$1.43M

Sector Composition

1 Healthcare 19.58%
2 Technology 19.24%
3 Financials 12.71%
4 Industrials 9.84%
5 Consumer Staples 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$610K 0.09%
13,500
-1,500
127
$609K 0.09%
57,000
-13,300
128
$595K 0.09%
2,400
129
$543K 0.08%
9,200
-5,775
130
$539K 0.08%
6,300
131
$536K 0.08%
10,500
-18,400
132
$536K 0.08%
13,800
+400
133
$523K 0.08%
28,512
+54
134
$512K 0.08%
3,284
135
$496K 0.08%
3,500
136
$490K 0.07%
4,083
-324
137
$486K 0.07%
7,594
+1,672
138
$472K 0.07%
22,838
-3,825
139
$470K 0.07%
8,980
-2,160
140
$463K 0.07%
7,650
+150
141
$456K 0.07%
12,919
142
$438K 0.07%
9,104
143
$434K 0.07%
3,200
144
$432K 0.07%
3,684
-390
145
$419K 0.06%
6,000
-1,000
146
$413K 0.06%
7,700
147
$413K 0.06%
+7,866
148
$412K 0.06%
7,682
+5,010
149
$392K 0.06%
2,540
+1,100
150
$375K 0.06%
3,805
+500
4 5
6
7 8