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
$859M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.54M
3
+$2.81M
4
LRCX icon
Lam Research
LRCX
+$2.56M
5
MSFT icon
Microsoft
MSFT
+$2.28M

Top Sells

1
+$3.95M
2
+$3.46M
3
+$1.57M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$790K
5
AMZN icon
Amazon
AMZN
+$757K

Sector Composition

1 Technology 29.64%
2 Healthcare 18.99%
3 Industrials 10.01%
4 Financials 8.55%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$733K 0.09%
21,000
127
$727K 0.08%
2,241
+100
128
$726K 0.08%
2,659
+109
129
$724K 0.08%
9,080
130
$693K 0.08%
7,607
131
$685K 0.08%
9,579
-200
132
$684K 0.08%
8,190
+960
133
$680K 0.08%
5,784
-29,450
134
$652K 0.08%
5,537
-300
135
$646K 0.08%
9,200
+500
136
$646K 0.08%
5,085
-250
137
$641K 0.07%
6,300
138
$640K 0.07%
6,985
139
$625K 0.07%
6,330
-3
140
$563K 0.07%
13,474
-2
141
$560K 0.07%
10,028
+88
142
$553K 0.06%
15,472
+100
143
$540K 0.06%
1,802
-104
144
$512K 0.06%
3,075
145
$511K 0.06%
10,383
-180
146
$480K 0.06%
3,205
-5,275
147
$467K 0.05%
4,318
+99
148
$433K 0.05%
3,065
+598
149
$430K 0.05%
8,762
-138
150
$426K 0.05%
7,650
4 5
6
7 8