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
$640M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$4.17M
3
+$3.54M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.68M
5
PSX icon
Phillips 66
PSX
+$1.62M

Top Sells

1
+$394M
2
+$6.73M
3
+$2.96M
4
MON
Monsanto Co
MON
+$2.41M
5
GE icon
GE Aerospace
GE
+$2.09M

Sector Composition

1 Healthcare 20.12%
2 Technology 17.36%
3 Financials 12.49%
4 Industrials 10.03%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$426K 0.07%
7,500
152
$425K 0.07%
7,700
153
$412K 0.06%
2,672
-3,955
154
$403K 0.06%
5,883
+700
155
$392K 0.06%
3,200
156
$374K 0.06%
10,002
157
$371K 0.06%
+3,342
158
$368K 0.06%
+82,400
159
$350K 0.05%
5,922
+1,422
160
$322K 0.05%
45,350
161
$310K 0.05%
3,305
+100
162
$301K 0.05%
6,888
163
$292K 0.05%
3,524
164
$291K 0.05%
5,700
165
$277K 0.04%
3,386
+16
166
$263K 0.04%
1,165
167
$262K 0.04%
18,766
+3,000
168
$251K 0.04%
6,530
169
$251K 0.04%
6,848
170
$250K 0.04%
+6,365
171
$249K 0.04%
+21,000
172
$241K 0.04%
5,939
+1
173
$236K 0.04%
1,879
+5
174
$235K 0.04%
4,900
175
$231K 0.04%
+4,525
4 5 6
7
8