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
$644M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.32M
3
+$2.51M
4
TFC icon
Truist Financial
TFC
+$2.04M
5
DIS icon
Walt Disney
DIS
+$564K

Top Sells

1
+$1.8M
2
+$1.73M
3
+$1.54M
4
IFF icon
International Flavors & Fragrances
IFF
+$556K
5
DHI icon
D.R. Horton
DHI
+$469K

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Financials 11.34%
4 Industrials 10.09%
5 Consumer Staples 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$537K 0.08%
6,275
-100
127
$506K 0.08%
7,200
-100
128
$496K 0.08%
3,867
129
$481K 0.07%
21,750
130
$478K 0.07%
3,498
131
$477K 0.07%
5,205
132
$475K 0.07%
2,050
+500
133
$466K 0.07%
5,477
134
$464K 0.07%
11,050
-100
135
$453K 0.07%
7,104
-200
136
$437K 0.07%
8,000
137
$425K 0.07%
2,490
138
$420K 0.07%
15,000
139
$416K 0.06%
1,837
-400
140
$377K 0.06%
3,998
+11
141
$373K 0.06%
3,095
142
$354K 0.05%
4,100
143
$349K 0.05%
2,014
+5
144
$347K 0.05%
6,450
145
$342K 0.05%
5,648
146
$332K 0.05%
10,999
147
$324K 0.05%
3,062
148
$324K 0.05%
5,884
149
$317K 0.05%
2,312
150
$293K 0.05%
+1,557
4 5
6
7 8