MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$4.25M
3
+$3.45M
4
CDNS icon
Cadence Design Systems
CDNS
+$2.68M
5
IFF icon
International Flavors & Fragrances
IFF
+$2.05M

Top Sells

1
+$1.62M
2
+$503K
3
+$463K
4
META icon
Meta Platforms (Facebook)
META
+$435K
5
T icon
AT&T
T
+$427K

Sector Composition

1 Technology 27.7%
2 Healthcare 18.14%
3 Financials 10.88%
4 Industrials 9.92%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$637K 0.08%
6,300
127
$633K 0.08%
7,128
+587
128
$630K 0.08%
9,488
+88
129
$610K 0.08%
2,389
+402
130
$568K 0.07%
8,000
131
$553K 0.07%
3,935
132
$552K 0.07%
+11,000
133
$536K 0.07%
3,325
+598
134
$520K 0.07%
9,396
135
$519K 0.07%
2,510
-175
136
$502K 0.07%
9,320
137
$492K 0.06%
36,850
138
$490K 0.06%
6,484
139
$486K 0.06%
5,510
-625
140
$455K 0.06%
7,323
141
$433K 0.06%
3,061
-60
142
$424K 0.06%
17,276
-700
143
$418K 0.05%
4,100
144
$393K 0.05%
2,457
-600
145
$392K 0.05%
2,100
146
$392K 0.05%
10,999
147
$381K 0.05%
9,000
148
$359K 0.05%
4,000
149
$359K 0.05%
2,700
-80
150
$354K 0.05%
13,010
4 5
6
7 8