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
$539M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$2.56M
3
+$2.49M
4
IP icon
International Paper
IP
+$936K
5
CBRL icon
Cracker Barrel
CBRL
+$509K

Top Sells

1
+$2.53M
2
+$2.29M
3
+$2.16M
4
AAPL icon
Apple
AAPL
+$1.28M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Sector Composition

1 Technology 23.1%
2 Healthcare 17.55%
3 Financials 11.41%
4 Consumer Staples 9.45%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$479K 0.09%
5,417
127
$475K 0.09%
2,710
-732
128
$474K 0.09%
7,163
-50
129
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5,050
-3,000
130
$460K 0.09%
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131
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9,189
-1,500
132
$437K 0.08%
7,700
133
$428K 0.08%
3,489
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134
$425K 0.08%
10,500
135
$421K 0.08%
6,300
-2,022
136
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1,982
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137
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138
$380K 0.07%
5,140
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139
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2,612
140
$352K 0.07%
8,500
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141
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142
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143
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144
$334K 0.06%
6,908
145
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7,718
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146
$322K 0.06%
40,100
147
$310K 0.06%
3,867
148
$310K 0.06%
10,000
149
$310K 0.06%
4,184
150
$309K 0.06%
35,500
4 5
6
7 8