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
$985M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.53M
3
+$2.17M
4
SYK icon
Stryker
SYK
+$2.17M
5
LRCX icon
Lam Research
LRCX
+$2.15M

Top Sells

1
+$4.01M
2
+$3.77M
3
+$3.71M
4
SYY icon
Sysco
SYY
+$3.49M
5
INTC icon
Intel
INTC
+$2.93M

Sector Composition

1 Technology 30.39%
2 Healthcare 18.06%
3 Industrials 9.81%
4 Financials 8.52%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$870K 0.09%
2,000
127
$858K 0.09%
7,230
128
$848K 0.09%
5,335
+179
129
$824K 0.08%
+7,607
130
$802K 0.08%
9,853
+2
131
$796K 0.08%
21,000
+400
132
$792K 0.08%
1,906
+11
133
$787K 0.08%
8,700
+1,150
134
$748K 0.08%
5,837
+2,505
135
$748K 0.08%
9,779
+171
136
$736K 0.07%
21,000
-750
137
$721K 0.07%
8,825
-42,700
138
$719K 0.07%
9,920
139
$707K 0.07%
6,300
140
$704K 0.07%
13,476
+1
141
$701K 0.07%
6,985
+1,950
142
$635K 0.06%
15,372
-135
143
$613K 0.06%
2,141
-51
144
$602K 0.06%
9,940
+67
145
$595K 0.06%
6,333
-111
146
$582K 0.06%
3,038
147
$525K 0.05%
4,219
-126
148
$524K 0.05%
10,563
-1,390
149
$524K 0.05%
2,467
-86
150
$515K 0.05%
3,075
+14
4 5
6
7 8