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
$1.16B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.52M
3
+$1.3M
4
AMTM
Amentum Holdings
AMTM
+$1.23M
5
PANW icon
Palo Alto Networks
PANW
+$660K

Top Sells

1
+$1.09M
2
+$980K
3
+$715K
4
EXAS icon
Exact Sciences
EXAS
+$598K
5
J icon
Jacobs Solutions
J
+$501K

Sector Composition

1 Technology 33.23%
2 Healthcare 14.81%
3 Industrials 9.79%
4 Financials 9.49%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$748K 0.06%
5,537
-229
127
$741K 0.06%
7,607
-25
128
$737K 0.06%
4,900
+300
129
$727K 0.06%
33,041
-1,747
130
$725K 0.06%
8,259
-37
131
$722K 0.06%
24,300
+2,600
132
$679K 0.06%
8,700
-125
133
$673K 0.06%
10,335
+200
134
$633K 0.05%
2,000
135
$610K 0.05%
35,975
-1,600
136
$609K 0.05%
4,186
137
$606K 0.05%
1,051
138
$603K 0.05%
9,632
139
$592K 0.05%
5,650
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140
$576K 0.05%
7,156
141
$569K 0.05%
3,347
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142
$543K 0.05%
15,863
143
$543K 0.05%
1,300
-114
144
$541K 0.05%
12,907
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145
$496K 0.04%
1,800
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146
$480K 0.04%
3,650
147
$476K 0.04%
3,052
148
$456K 0.04%
1,947
149
$426K 0.04%
26,517
+411
150
$410K 0.04%
8,970
-508
4 5
6
7 8