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
$724M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$5.68M
3
+$3.51M
4
AAPL icon
Apple
AAPL
+$2.92M
5
SNDK
SANDISK CORP
SNDK
+$2.51M

Top Sells

1
+$5.08M
2
+$3.97M
3
+$848K
4
INTC icon
Intel
INTC
+$744K
5
HOG icon
Harley-Davidson
HOG
+$454K

Sector Composition

1 Financials 33.92%
2 Technology 12.99%
3 Healthcare 11.55%
4 Industrials 7.69%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$371K 0.05%
3,100
152
$358K 0.05%
7,500
153
$353K 0.05%
23,900
154
$342K 0.05%
3,464
-85
155
$339K 0.05%
9,700
-950
156
$338K 0.05%
2,656
157
$331K 0.05%
12,100
-500
158
$315K 0.04%
8,894
-1,500
159
$305K 0.04%
7,280
160
$290K 0.04%
27,162
+66
161
$284K 0.04%
3,016
162
$270K 0.04%
2,416
163
$260K 0.04%
2,000
164
$256K 0.04%
7,484
165
$253K 0.04%
+2,490
166
$250K 0.03%
3,524
-500
167
$248K 0.03%
5,600
168
$242K 0.03%
5,800
169
$239K 0.03%
3,600
170
$238K 0.03%
18,650
171
$237K 0.03%
2,897
+7
172
$234K 0.03%
2,566
173
$229K 0.03%
1,900
-200
174
$217K 0.03%
5,725
175
$213K 0.03%
+2,400
4 5 6
7
8