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
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.02M
3
+$1.81M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.43M
5
ABT icon
Abbott
ABT
+$1.4M

Top Sells

1
+$5.73M
2
+$3.16M
3
+$2.04M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$956K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

1 Technology 35.06%
2 Healthcare 13.47%
3 Financials 10.28%
4 Industrials 9.35%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$726K 0.06%
4,800
-100
127
$710K 0.06%
8,284
+25
128
$708K 0.06%
31,110
-1,931
129
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19,088
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130
$674K 0.06%
9,579
-53
131
$669K 0.06%
7,507
-100
132
$665K 0.06%
8,700
133
$649K 0.06%
1,103
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134
$646K 0.06%
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135
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2,227
-1,226
136
$632K 0.05%
37,835
+1,860
137
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10,085
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138
$592K 0.05%
5,650
139
$577K 0.05%
6,702
140
$551K 0.05%
1,300
141
$532K 0.05%
21,300
-3,000
142
$527K 0.05%
26,906
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143
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1,800
144
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2,000
145
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15,863
146
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530
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147
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1,944
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148
$463K 0.04%
1,466
-8
149
$461K 0.04%
3,032
-315
150
$441K 0.04%
11,507
-1,400
4 5
6
7 8