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
$789M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.02M
3
+$716K
4
PANW icon
Palo Alto Networks
PANW
+$676K
5
CRM icon
Salesforce
CRM
+$572K

Top Sells

1
+$14.8M
2
+$3.08M
3
+$3M
4
UNP icon
Union Pacific
UNP
+$2.04M
5
NVDA icon
NVIDIA
NVDA
+$1.41M

Sector Composition

1 Technology 28.03%
2 Healthcare 19.46%
3 Industrials 9.81%
4 Financials 8.84%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$728K 0.09%
21,000
127
$725K 0.09%
8,600
-600
128
$717K 0.09%
2,686
+27
129
$686K 0.09%
5,864
+80
130
$666K 0.08%
7,190
-1,000
131
$651K 0.08%
9,036
-543
132
$650K 0.08%
7,800
-1,280
133
$624K 0.08%
8,825
134
$610K 0.08%
7,607
135
$601K 0.08%
5,063
-22
136
$598K 0.08%
1,790
-12
137
$598K 0.08%
6,300
138
$594K 0.08%
5,537
139
$555K 0.07%
15,472
140
$544K 0.07%
13,463
-11
141
$530K 0.07%
6,388
+58
142
$528K 0.07%
6,985
143
$513K 0.07%
10,422
+39
144
$509K 0.06%
3,116
+41
145
$455K 0.06%
3,065
146
$399K 0.05%
8,462
-300
147
$398K 0.05%
4,303
-15
148
$386K 0.05%
1,708
149
$381K 0.05%
7,650
150
$373K 0.05%
4,754
4 5
6
7 8