MIM

Marco Investment Management Portfolio holdings

AUM $1.31B
1-Year Est. Return 26.36%
This Quarter Est. Return
1 Year Est. Return
+26.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.45M
3
+$1.21M
4
ETN icon
Eaton
ETN
+$1.17M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$869K

Top Sells

1
+$10.3M
2
+$5.28M
3
+$4.32M
4
AMD icon
Advanced Micro Devices
AMD
+$3.08M
5
LRCX icon
Lam Research
LRCX
+$2.91M

Sector Composition

1 Technology 30.71%
2 Healthcare 15.23%
3 Financials 10.65%
4 Industrials 9.68%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$749K 0.07%
5,581
+20
127
$683K 0.06%
10,085
128
$680K 0.06%
9,579
129
$680K 0.06%
7,507
130
$653K 0.06%
8,700
131
$628K 0.06%
5,700
+50
132
$625K 0.06%
4,886
133
$622K 0.06%
2,262
+35
134
$613K 0.06%
4,800
135
$613K 0.06%
34,575
-3,260
136
$610K 0.06%
1,300
137
$606K 0.06%
2,300
+500
138
$582K 0.05%
1,036
-67
139
$549K 0.05%
+25,375
140
$532K 0.05%
29,245
-6,730
141
$529K 0.05%
2,000
142
$521K 0.05%
5,590
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143
$514K 0.05%
1,466
144
$512K 0.05%
1,935
-9
145
$507K 0.05%
27,257
+351
146
$493K 0.05%
3,108
147
$481K 0.04%
11,507
148
$468K 0.04%
4,712
+613
149
$465K 0.04%
6,702
150
$453K 0.04%
673
-13
4 5
6
7 8