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
$925M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$967K
2
+$821K
3
+$783K
4
HON icon
Honeywell
HON
+$693K
5
EXAS icon
Exact Sciences
EXAS
+$613K

Top Sells

1
+$3.98M
2
+$3.77M
3
+$2.9M
4
ORCL icon
Oracle
ORCL
+$1.98M
5
AMZN icon
Amazon
AMZN
+$1.08M

Sector Composition

1 Technology 32.18%
2 Healthcare 17.47%
3 Industrials 10.05%
4 Financials 8.43%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$753K 0.08%
16,359
-390
127
$727K 0.08%
8,957
-160
128
$722K 0.08%
1,783
129
$670K 0.07%
5,916
+379
130
$668K 0.07%
6,300
131
$655K 0.07%
14,462
+1,100
132
$655K 0.07%
8,825
133
$646K 0.07%
20,650
+200
134
$636K 0.07%
7,607
135
$612K 0.07%
38,395
-14,173
136
$606K 0.07%
6,211
137
$577K 0.06%
3,116
138
$553K 0.06%
5,930
-1,000
139
$552K 0.06%
8,550
+600
140
$542K 0.06%
34,050
-19,626
141
$522K 0.06%
6,450
-1,200
142
$516K 0.06%
4,600
-600
143
$488K 0.05%
3,800
144
$472K 0.05%
3,900
+400
145
$438K 0.05%
+15,863
146
$425K 0.05%
2,015
-146
147
$423K 0.05%
7,262
148
$418K 0.05%
7,080
-440
149
$406K 0.04%
4,700
150
$397K 0.04%
3,012
-68
4 5
6
7 8