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
$976M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.59M
3
+$1.6M
4
ORCL icon
Oracle
ORCL
+$1.6M
5
TSLA icon
Tesla
TSLA
+$1.45M

Top Sells

1
+$5.99M
2
+$2M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$696K
5
AMGN icon
Amgen
AMGN
+$665K

Sector Composition

1 Technology 32.63%
2 Healthcare 15.99%
3 Industrials 10.19%
4 Financials 8.85%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$683K 0.07%
14,539
+131
127
$678K 0.07%
5,786
-125
128
$675K 0.07%
7,640
+133
129
$667K 0.07%
6,450
130
$659K 0.07%
39,282
+2,229
131
$645K 0.07%
8,825
132
$637K 0.07%
4,600
133
$569K 0.06%
4,186
-2,000
134
$557K 0.06%
2,138
-51
135
$557K 0.06%
3,280
+158
136
$531K 0.05%
13,164
+71
137
$525K 0.05%
1,314
-11
138
$502K 0.05%
6,900
-1,650
139
$496K 0.05%
15,863
140
$495K 0.05%
+1,037
141
$494K 0.05%
9,612
-385
142
$472K 0.05%
3,800
143
$469K 0.05%
+3,136
144
$464K 0.05%
3,650
145
$444K 0.05%
10,170
-625
146
$429K 0.04%
3,012
147
$419K 0.04%
7,300
148
$408K 0.04%
9,436
+321
149
$399K 0.04%
4,600
-100
150
$386K 0.04%
1,627
+175
4 5
6
7 8