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
$907M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.78M
3
+$4.24M
4
LRCX icon
Lam Research
LRCX
+$3.43M
5
MTCH icon
Match Group
MTCH
+$3.33M

Top Sells

1
+$2M
2
+$1.4M
3
+$330K
4
TGT icon
Target
TGT
+$312K
5
MSFT icon
Microsoft
MSFT
+$301K

Sector Composition

1 Technology 28.95%
2 Healthcare 18.07%
3 Financials 10.32%
4 Industrials 8.97%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$853K 0.09%
6,697
-76
127
$828K 0.09%
27,854
-100
128
$778K 0.09%
2,000
129
$768K 0.08%
21,750
130
$765K 0.08%
9,848
+3
131
$753K 0.08%
5,045
+301
132
$746K 0.08%
6,850
133
$729K 0.08%
14,534
-484
134
$696K 0.08%
7,100
135
$687K 0.08%
2,519
+130
136
$660K 0.07%
10,006
137
$651K 0.07%
6,300
138
$642K 0.07%
4,375
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139
$635K 0.07%
1,895
140
$624K 0.07%
2,838
141
$618K 0.07%
13,580
+108
142
$617K 0.07%
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143
$615K 0.07%
6,490
+46
144
$604K 0.07%
9,320
145
$603K 0.07%
+17,650
146
$573K 0.06%
2,503
-1,364
147
$562K 0.06%
19,148
+38
148
$546K 0.06%
9,188
+73
149
$520K 0.06%
3,800
-200
150
$485K 0.05%
2,100
4 5
6
7 8