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
$479M
AUM Growth
+$478M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.1M
3
+$3.09M
4
MDT icon
Medtronic
MDT
+$2.39M
5
JPM icon
JPMorgan Chase
JPM
+$2.32M

Top Sells

1
+$4.63M
2
+$3.25M
3
+$2.47M
4
QCOM icon
Qualcomm
QCOM
+$1.04M
5
IAC icon
IAC Inc
IAC
+$762K

Sector Composition

1 Technology 16.89%
2 Healthcare 16.1%
3 Industrials 11.7%
4 Financials 10.63%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$296K 0.06%
3,539
-548
152
$271K 0.06%
2,400
153
$271K 0.06%
4,505
154
$267K 0.06%
5,600
155
$263K 0.05%
3,600
156
$262K 0.05%
2,884
-1,294
157
$261K 0.05%
27,030
+63
158
$259K 0.05%
7,484
159
$257K 0.05%
1,916
160
$253K 0.05%
9,600
161
$253K 0.05%
14,300
-250
162
$252K 0.05%
3,455
163
$244K 0.05%
+2,300
164
$240K 0.05%
26,831
165
$239K 0.05%
4,258
166
$235K 0.05%
18,650
167
$233K 0.05%
6,888
168
$232K 0.05%
+2,566
169
$231K 0.05%
1,746
170
$214K 0.04%
+5,100
171
$210K 0.04%
9,127
-1,215
172
$207K 0.04%
5,725
-1,500
173
$205K 0.04%
+2,976
174
$203K 0.04%
5,000
175
– –
-5,332
4 5 6
7
8