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
$561M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.1M
3
+$2.42M
4
INTC icon
Intel
INTC
+$2.41M
5
UNH icon
UnitedHealth
UNH
+$2.04M

Top Sells

1
+$4.01M
2
+$2.49M
3
+$1.83M
4
COST icon
Costco
COST
+$1.07M
5
APTV icon
Aptiv
APTV
+$702K

Sector Composition

1 Technology 23.08%
2 Healthcare 17.8%
3 Financials 11.6%
4 Consumer Staples 9.51%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$480K 0.09%
9,163
-26
127
$465K 0.08%
2,182
+200
128
$451K 0.08%
3,438
-51
129
$438K 0.08%
6,200
-100
130
$430K 0.08%
7,700
131
$425K 0.08%
5,417
132
$419K 0.07%
15,000
+5,000
133
$415K 0.07%
10,550
-1,027
134
$413K 0.07%
6,478
-685
135
$404K 0.07%
7,304
-1,600
136
$401K 0.07%
5,140
137
$367K 0.07%
8,500
138
$362K 0.06%
10,001
-1
139
$357K 0.06%
10,500
140
$346K 0.06%
2,312
-300
141
$338K 0.06%
3,095
142
$335K 0.06%
3,867
143
$332K 0.06%
2,004
-3,045
144
$329K 0.06%
4,100
-800
145
$317K 0.06%
7,718
146
$309K 0.06%
3,769
+121
147
$305K 0.05%
3,062
148
$302K 0.05%
7,815
-500
149
$300K 0.05%
8,000
150
$300K 0.05%
5,984
+400
4 5
6
7 8