MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$2.53M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$1.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$955K

Top Sells

1
+$3.33M
2
+$1.07M
3
+$677K
4
GIS icon
General Mills
GIS
+$640K
5
KO icon
Coca-Cola
KO
+$379K

Sector Composition

1 Technology 34.72%
2 Healthcare 13.18%
3 Financials 11.35%
4 Industrials 9.59%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$751K 0.06%
10,085
127
$741K 0.06%
5,581
128
$715K 0.06%
2,351
+89
129
$695K 0.06%
16,384
-104
130
$686K 0.06%
2,300
131
$670K 0.06%
1,318
+18
132
$669K 0.06%
7,507
133
$659K 0.06%
8,700
134
$633K 0.05%
1,019
-17
135
$618K 0.05%
4,886
136
$612K 0.05%
4,800
137
$594K 0.05%
25,157
-4,088
138
$587K 0.05%
3,225
+117
139
$564K 0.05%
18,550
-2,000
140
$529K 0.04%
5,500
-200
141
$520K 0.04%
1,465
-1
142
$516K 0.04%
1,929
-6
143
$501K 0.04%
27,659
+402
144
$497K 0.04%
34,425
-150
145
$493K 0.04%
673
146
$489K 0.04%
2,000
147
$463K 0.04%
6,702
148
$458K 0.04%
6,256
149
$455K 0.04%
3,400
-2,190
150
$445K 0.04%
1,833
+21
4 5
6
7 8