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
$574M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.43M
3
+$2.1M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
EPD icon
Enterprise Products Partners
EPD
+$2M

Top Sells

1
+$3.57M
2
+$3.23M
3
+$1.51M
4
PARA
Paramount Global Class B
PARA
+$1.39M
5
AKAM icon
Akamai
AKAM
+$1.27M

Sector Composition

1 Technology 17.36%
2 Healthcare 17.03%
3 Financials 12.94%
4 Industrials 12.02%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$343K 0.06%
7,700
152
$340K 0.06%
10,002
-4,170
153
$335K 0.06%
4,292
154
$329K 0.06%
8,500
155
$314K 0.05%
+8,250
156
$307K 0.05%
3,000
157
$295K 0.05%
+3,339
158
$287K 0.05%
4,200
159
$285K 0.05%
23,784
-1,446
160
$284K 0.05%
10,000
161
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5,100
162
$281K 0.05%
13,500
163
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2,500
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164
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165
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45,350
-4,000
166
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5,937
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167
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168
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169
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170
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3,524
171
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172
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173
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3,632
-1,390
174
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1,165
175
$216K 0.04%
9,304
-1,995
4 5 6
7
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