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
$870M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$725K
3
+$636K
4
PANW icon
Palo Alto Networks
PANW
+$425K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$360K

Top Sells

1
+$7.77M
2
+$3.52M
3
+$2.03M
4
ETN icon
Eaton
ETN
+$1.75M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 30.53%
2 Healthcare 17.93%
3 Industrials 10.41%
4 Financials 8.46%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$636K 0.07%
5,911
-5
127
$635K 0.07%
20,100
-550
128
$587K 0.07%
6,450
129
$583K 0.07%
8,825
130
$568K 0.07%
7,507
-100
131
$557K 0.06%
37,053
-1,342
132
$554K 0.06%
8,550
133
$551K 0.06%
13,093
-1,369
134
$529K 0.06%
3,122
+6
135
$520K 0.06%
4,600
136
$500K 0.06%
1,325
-458
137
$476K 0.05%
10,795
-11,375
138
$444K 0.05%
15,863
139
$420K 0.05%
2,189
+174
140
$418K 0.05%
3,650
-250
141
$411K 0.05%
9,997
-6,362
142
$403K 0.05%
7,300
+219
143
$398K 0.05%
5,930
144
$377K 0.04%
6,100
-980
145
$376K 0.04%
29,125
-4,925
146
$360K 0.04%
7,262
147
$355K 0.04%
3,800
148
$343K 0.04%
4,700
149
$340K 0.04%
11,079
150
$339K 0.04%
1,408
4 5
6
7 8