MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
+1.67%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$479M
AUM Growth
+$479M
(+25,105%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
24.11%
Holding
183
New
7
Increased
54
Reduced
62
Closed
9
Top Buys
| 1 |
Gilead Sciences
GILD
|
$3.85M |
| 2 |
GE Aerospace
GE
|
$3.1M |
| 3 |
Costco
COST
|
$3.09M |
| 4 |
Medtronic
MDT
|
$2.39M |
| 5 |
JPMorgan Chase
JPM
|
$2.32M |
Top Sells
| 1 |
LyondellBasell Industries
LYB
|
$4.63M |
| 2 |
Merck
MRK
|
$3.25M |
| 3 |
Exxon Mobil
XOM
|
$2.47M |
| 4 |
Qualcomm
QCOM
|
$1.04M |
| 5 |
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% |
