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
$610M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.43M
3
+$1.98M
4
MSFT icon
Microsoft
MSFT
+$1.83M
5
MRK icon
Merck
MRK
+$1.61M

Top Sells

1
+$3.03M
2
+$866K
3
+$833K
4
C icon
Citigroup
C
+$703K
5
XOM icon
Exxon Mobil
XOM
+$333K

Sector Composition

1 Technology 27.32%
2 Healthcare 18.5%
3 Consumer Staples 9.65%
4 Industrials 9.61%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$442K 0.07%
1,995
127
$433K 0.07%
3,121
128
$432K 0.07%
2,027
129
$419K 0.07%
5,591
+150
130
$415K 0.07%
+5,410
131
$412K 0.07%
4,000
132
$389K 0.06%
9,920
-520
133
$380K 0.06%
37,650
-1,700
134
$369K 0.06%
6,803
135
$351K 0.06%
2,794
+14
136
$346K 0.06%
1,050
137
$342K 0.06%
+8,000
138
$337K 0.06%
9,396
139
$331K 0.05%
5,754
140
$322K 0.05%
10,738
141
$314K 0.05%
10,999
142
$311K 0.05%
2,100
143
$301K 0.05%
4,900
144
$288K 0.05%
6,135
-315
145
$278K 0.05%
11,057
-1,224
146
$266K 0.04%
7,650
147
$263K 0.04%
9,500
148
$257K 0.04%
+3,400
149
$255K 0.04%
5,508
150
$251K 0.04%
1,700
4 5
6
7 8