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
$656M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$4.52M
3
+$3.04M
4
MU icon
Micron Technology
MU
+$2.07M
5
AVGO icon
Broadcom
AVGO
+$1.48M

Top Sells

1
+$2.68M
2
+$2.47M
3
+$2.21M
4
ABBV icon
AbbVie
ABBV
+$1.87M
5
CAT icon
Caterpillar
CAT
+$1.43M

Sector Composition

1 Healthcare 19.58%
2 Technology 19.24%
3 Financials 12.71%
4 Industrials 9.84%
5 Consumer Staples 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$370K 0.06%
10,002
152
$364K 0.06%
3,192
-1,100
153
$357K 0.05%
3,345
+3
154
$346K 0.05%
4,186
+800
155
$320K 0.05%
6,888
156
$307K 0.05%
3,724
+200
157
$291K 0.04%
1,165
158
$280K 0.04%
15,900
-9,000
159
$274K 0.04%
10,000
160
$267K 0.04%
18,766
161
$267K 0.04%
6,848
162
$254K 0.04%
5,940
+1
163
$244K 0.04%
50,400
-32,000
164
$240K 0.04%
19,000
-2,000
165
$234K 0.04%
50,350
+5,000
166
$228K 0.03%
7,500
167
$218K 0.03%
1,075
168
$216K 0.03%
805
169
$213K 0.03%
+5,595
170
$207K 0.03%
+2,289
171
$206K 0.03%
+3,350
172
$205K 0.03%
+3,214
173
$205K 0.03%
+7,650
174
$204K 0.03%
16,330
-2,000
175
$204K 0.03%
+2,600
4 5 6
7
8