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
$589M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.4M
3
+$1.28M
4
VZ icon
Verizon
VZ
+$1.26M
5
AAL icon
American Airlines Group
AAL
+$1.07M

Top Sells

1
+$3.95M
2
+$2.5M
3
+$2.13M
4
AAPL icon
Apple
AAPL
+$1.75M
5
DFS
Discover Financial Services
DFS
+$1.49M

Sector Composition

1 Technology 18.27%
2 Healthcare 18.04%
3 Financials 12.48%
4 Industrials 10.69%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$362K 0.06%
3,200
+700
152
$341K 0.06%
6,627
-153
153
$334K 0.06%
3,000
154
$331K 0.06%
10,002
155
$327K 0.06%
3,339
156
$327K 0.06%
6,925
-1,800
157
$325K 0.06%
7,000
-1,500
158
$292K 0.05%
3,205
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159
$287K 0.05%
6,888
160
$279K 0.05%
9,943
161
$279K 0.05%
45,350
162
$269K 0.05%
9,067
+1,014
163
$265K 0.05%
5,100
164
$261K 0.04%
3,524
165
$256K 0.04%
5,937
166
$251K 0.04%
+3,370
167
$245K 0.04%
6,530
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168
$245K 0.04%
10,000
169
$232K 0.04%
1,585
170
$229K 0.04%
4,900
171
$227K 0.04%
1,165
172
$226K 0.04%
5,700
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173
$220K 0.04%
+6,848
174
$217K 0.04%
3,350
175
$212K 0.04%
3,200
-1,000
4 5 6
7
8