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
$766M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.91M
3
+$3.15M
4
CDNS icon
Cadence Design Systems
CDNS
+$2.74M
5
IFF icon
International Flavors & Fragrances
IFF
+$2.22M

Top Sells

1
+$1.64M
2
+$493K
3
+$476K
4
ILMN icon
Illumina
ILMN
+$461K
5
T icon
AT&T
T
+$441K

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%
4,744
+44
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%
8,638
-350
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