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
$645M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.75M
3
+$1.41M
4
AMGN icon
Amgen
AMGN
+$972K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$700K

Top Sells

1
+$3.4M
2
+$3.18M
3
+$2.88M
4
UNH icon
UnitedHealth
UNH
+$1.38M
5
PG icon
Procter & Gamble
PG
+$1.35M

Sector Composition

1 Healthcare 21.42%
2 Technology 20.29%
3 Financials 12.2%
4 Consumer Staples 8.42%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$595K 0.09%
2,000
127
$565K 0.09%
11,876
-1,954
128
$557K 0.09%
9,980
-3,000
129
$541K 0.08%
6,481
-510
130
$533K 0.08%
10,663
131
$531K 0.08%
4,350
-4,209
132
$529K 0.08%
+5,366
133
$526K 0.08%
22,500
134
$523K 0.08%
6,300
135
$521K 0.08%
7,700
136
$511K 0.08%
11,889
-6,769
137
$507K 0.08%
53,800
-34,100
138
$506K 0.08%
3,500
139
$492K 0.08%
2,250
-15
140
$471K 0.07%
12,919
141
$454K 0.07%
3,383
-7
142
$454K 0.07%
4,280
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143
$444K 0.07%
7,650
144
$443K 0.07%
6,051
-1,438
145
$437K 0.07%
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146
$434K 0.07%
3,982
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147
$434K 0.07%
9,375
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148
$429K 0.07%
+3,448
149
$423K 0.07%
3,192
150
$404K 0.06%
2,540
4 5
6
7 8