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
$861M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.58M
3
+$2.99M
4
KLAC icon
KLA
KLAC
+$2.9M
5
AMD icon
Advanced Micro Devices
AMD
+$2.82M

Top Sells

1
+$1.45M
2
+$1.32M
3
+$492K
4
SCHW icon
Charles Schwab
SCHW
+$364K
5
HD icon
Home Depot
HD
+$322K

Sector Composition

1 Technology 28.72%
2 Healthcare 17.79%
3 Financials 10.76%
4 Industrials 9.7%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$853K 0.1%
6,773
127
$849K 0.1%
6,850
+225
128
$753K 0.09%
15,018
+4,018
129
$744K 0.09%
21,750
130
$700K 0.08%
4,744
131
$680K 0.08%
2,838
132
$675K 0.08%
10,006
133
$668K 0.08%
1,895
-100
134
$664K 0.08%
2,389
135
$660K 0.08%
6,300
136
$642K 0.07%
13,472
-683
137
$639K 0.07%
6,444
-684
138
$602K 0.07%
3,624
+299
139
$596K 0.07%
7,100
140
$565K 0.07%
9,320
141
$557K 0.06%
3,935
142
$519K 0.06%
9,115
-281
143
$495K 0.06%
8,000
144
$482K 0.06%
2,100
145
$478K 0.06%
4,100
146
$476K 0.06%
8,838
+200
147
$475K 0.06%
6,484
148
$469K 0.05%
2,107
-403
149
$468K 0.05%
5,510
150
$454K 0.05%
3,061
4 5
6
7 8