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
$697M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.28M
3
+$3.5M
4
ABBV icon
AbbVie
ABBV
+$2.39M
5
UNP icon
Union Pacific
UNP
+$2.19M

Top Sells

1
+$3.25M
2
+$2.43M
3
+$2.32M
4
INTC icon
Intel
INTC
+$2.09M
5
IAC icon
IAC Inc
IAC
+$1.41M

Sector Composition

1 Technology 27.19%
2 Healthcare 19%
3 Financials 10.25%
4 Industrials 9.74%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$542K 0.08%
6,541
+950
127
$537K 0.08%
1,995
128
$523K 0.08%
2,685
+1,278
129
$500K 0.07%
6,484
130
$463K 0.07%
3,121
131
$461K 0.07%
1,987
-40
132
$461K 0.07%
6,135
133
$453K 0.07%
8,000
134
$450K 0.06%
7,323
+520
135
$449K 0.06%
9,320
-600
136
$438K 0.06%
9,396
137
$430K 0.06%
4,100
138
$399K 0.06%
2,727
+1,196
139
$393K 0.06%
2,780
-14
140
$370K 0.05%
4,000
141
$369K 0.05%
10,999
142
$365K 0.05%
1,050
143
$359K 0.05%
36,850
-800
144
$355K 0.05%
4,900
145
$355K 0.05%
2,100
146
$341K 0.05%
8,988
-1,750
147
$319K 0.05%
5,454
-300
148
$317K 0.05%
9,000
-500
149
$307K 0.04%
1,740
150
$300K 0.04%
2,300
4 5
6
7 8