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
$887M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$649K
3
+$470K
4
TJX icon
TJX Companies
TJX
+$454K
5
DG icon
Dollar General
DG
+$420K

Top Sells

1
+$3.46M
2
+$3.31M
3
+$3.01M
4
AVGO icon
Broadcom
AVGO
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.31M

Sector Composition

1 Technology 29.97%
2 Healthcare 18.41%
3 Industrials 10.28%
4 Consumer Staples 8.4%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$776K 0.09%
5,141
127
$760K 0.09%
15,472
128
$757K 0.09%
5,864
129
$755K 0.09%
9,117
+95
130
$752K 0.08%
2,191
131
$736K 0.08%
1,783
132
$721K 0.08%
20,450
-150
133
$682K 0.08%
8,825
134
$665K 0.07%
6,300
135
$649K 0.07%
5,537
136
$632K 0.07%
7,607
137
$609K 0.07%
7,650
-500
138
$604K 0.07%
6,211
-100
139
$596K 0.07%
13,362
-96
140
$568K 0.06%
3,116
141
$555K 0.06%
7,520
142
$552K 0.06%
5,200
-3,400
143
$510K 0.06%
3,080
+15
144
$499K 0.06%
12,992
-2,823
145
$459K 0.05%
2,161
+84
146
$441K 0.05%
3,800
147
$439K 0.05%
7,950
148
$412K 0.05%
7,262
-500
149
$398K 0.04%
1,093
+17
150
$385K 0.04%
3,500
-250
4 5
6
7 8