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
$1.06B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.4M
3
+$957K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$638K
5
EPD icon
Enterprise Products Partners
EPD
+$487K

Top Sells

1
+$5.83M
2
+$5.27M
3
+$1.62M
4
GPC icon
Genuine Parts
GPC
+$1.54M
5
CI icon
Cigna
CI
+$1.27M

Sector Composition

1 Technology 32.01%
2 Healthcare 15.77%
3 Industrials 10.06%
4 Financials 9.16%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$713K 0.07%
5,786
127
$708K 0.07%
14,389
-150
128
$693K 0.07%
2,000
129
$683K 0.06%
38,826
-456
130
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4,600
131
$660K 0.06%
7,632
-8
132
$613K 0.06%
1,166
+129
133
$606K 0.06%
9,577
-35
134
$590K 0.06%
3,372
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135
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6,900
136
$588K 0.06%
2,264
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137
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4,186
138
$571K 0.05%
13,093
-71
139
$553K 0.05%
5,300
+1,250
140
$546K 0.05%
15,863
141
$540K 0.05%
1,314
142
$537K 0.05%
10,170
143
$534K 0.05%
3,012
144
$527K 0.05%
3,800
145
$511K 0.05%
3,136
146
$446K 0.04%
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147
$444K 0.04%
3,650
148
$437K 0.04%
14,250
-6,400
149
$430K 0.04%
4,600
150
$422K 0.04%
9,436
4 5
6
7 8