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
$1.08B
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.2M
3
+$1.83M
4
CVX icon
Chevron
CVX
+$1.01M
5
CRM icon
Salesforce
CRM
+$592K

Top Sells

1
+$2.76M
2
+$1.98M
3
+$1.02M
4
IFF icon
International Flavors & Fragrances
IFF
+$752K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$607K

Sector Composition

1 Technology 34.72%
2 Healthcare 14.42%
3 Industrials 9.23%
4 Financials 9.16%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$698K 0.06%
5,766
-20
127
$685K 0.06%
37,575
+22,900
128
$668K 0.06%
4,600
129
$665K 0.06%
34,788
-4,038
130
$639K 0.06%
7,632
131
$636K 0.06%
13,472
132
$630K 0.06%
8,825
133
$611K 0.06%
9,632
+55
134
$606K 0.06%
2,264
135
$596K 0.06%
13,093
136
$575K 0.05%
1,051
-115
137
$575K 0.05%
4,186
138
$563K 0.05%
3,413
+41
139
$550K 0.05%
5,300
140
$544K 0.05%
10,135
-35
141
$528K 0.05%
1,414
+100
142
$504K 0.05%
15,863
143
$455K 0.04%
3,650
144
$452K 0.04%
3,052
+40
145
$451K 0.04%
7,156
+75
146
$436K 0.04%
1,805
+300
147
$429K 0.04%
3,780
-20
148
$423K 0.04%
26,106
+3,505
149
$407K 0.04%
2,536
-600
150
$404K 0.04%
1,540
+360
4 5
6
7 8