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
$586M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.9M
3
+$4.42M
4
CAT icon
Caterpillar
CAT
+$4.2M
5
CVS icon
CVS Health
CVS
+$3.37M

Top Sells

1
+$6.84M
2
+$4.12M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$529K
5
CTSH icon
Cognizant
CTSH
+$476K

Sector Composition

1 Technology 22.24%
2 Healthcare 17.61%
3 Financials 11.12%
4 Industrials 10.71%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$480K 0.08%
3,498
+60
127
$476K 0.08%
11,150
+600
128
$476K 0.08%
+2,995
129
$471K 0.08%
11,515
+66
130
$469K 0.08%
8,900
+400
131
$465K 0.08%
2,237
+55
132
$451K 0.08%
7,304
133
$450K 0.08%
15,000
134
$419K 0.07%
5,205
+65
135
$416K 0.07%
5,477
+60
136
$413K 0.07%
3,867
137
$402K 0.07%
2,490
-500
138
$377K 0.06%
6,373
-105
139
$375K 0.06%
4,100
140
$357K 0.06%
10,500
141
$344K 0.06%
2,312
142
$342K 0.06%
3,987
+218
143
$339K 0.06%
2,009
+5
144
$329K 0.06%
5,648
145
$326K 0.06%
5,884
+489
146
$312K 0.05%
3,062
147
$308K 0.05%
3,095
148
$305K 0.05%
10,999
149
$298K 0.05%
8,000
150
$298K 0.05%
1,550
+50
4 5
6
7 8