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
$1.02B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.11M
3
+$3.93M
4
GPN icon
Global Payments
GPN
+$2.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.9M

Top Sells

1
+$6.9M
2
+$5.42M
3
+$5.23M
4
AMGN icon
Amgen
AMGN
+$4.05M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Sector Composition

1 Technology 31.37%
2 Healthcare 17.32%
3 Consumer Discretionary 9.13%
4 Industrials 9.1%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$944K 0.09%
6,697
127
$930K 0.09%
7,230
-234
128
$928K 0.09%
2,000
129
$896K 0.09%
5,156
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130
$863K 0.08%
7,550
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131
$759K 0.07%
20,600
+2,950
132
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2,509
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133
$750K 0.07%
9,873
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134
$744K 0.07%
21,750
135
$706K 0.07%
6,300
136
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9,320
137
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9,920
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138
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1,895
139
$645K 0.06%
4,345
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140
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13,475
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141
$621K 0.06%
8,500
142
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144
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145
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11,953
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146
$591K 0.06%
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147
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5,035
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148
$534K 0.05%
8,900
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149
$533K 0.05%
9,608
+770
150
$532K 0.05%
3,061
-39
4 5
6
7 8