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
$576M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.19M
3
+$1.73M
4
AMGN icon
Amgen
AMGN
+$1.04M
5
SCHW icon
Charles Schwab
SCHW
+$584K

Top Sells

1
+$203M
2
+$11M
3
+$6.45M
4
VTRS icon
Viatris
VTRS
+$3.8M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.28M

Sector Composition

1 Technology 18.06%
2 Healthcare 13.88%
3 Financials 11.08%
4 Industrials 9.92%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$371K 0.06%
9,700
152
$347K 0.06%
4,400
+1,000
153
$332K 0.06%
6,300
-4,800
154
$329K 0.06%
13,500
-18,300
155
$325K 0.06%
+4,972
156
$319K 0.06%
7,500
157
$313K 0.05%
2,272
+657
158
$310K 0.05%
3,016
+600
159
$296K 0.05%
6,780
160
$292K 0.05%
3,835
161
$284K 0.05%
11,125
162
$282K 0.05%
1,000
-1,600
163
$279K 0.05%
+3,401
164
$276K 0.05%
9,642
+2,158
165
$275K 0.05%
+6,848
166
$274K 0.05%
24,831
+5,148
167
$265K 0.05%
6,888
168
$258K 0.04%
+3,555
169
$256K 0.04%
23,288
170
$255K 0.04%
2,910
+6
171
$254K 0.04%
2,200
172
$250K 0.04%
3,214
173
$250K 0.04%
+2,200
174
$249K 0.04%
2,566
175
$248K 0.04%
5,600
5 6
7
8 9