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
$539M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$2.56M
3
+$2.49M
4
IP icon
International Paper
IP
+$936K
5
CBRL icon
Cracker Barrel
CBRL
+$509K

Top Sells

1
+$2.53M
2
+$2.29M
3
+$2.16M
4
AAPL icon
Apple
AAPL
+$1.28M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Sector Composition

1 Technology 23.1%
2 Healthcare 17.55%
3 Financials 11.41%
4 Consumer Staples 9.45%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$301K 0.06%
3,062
-335
152
$296K 0.06%
3,648
-7,550
153
$290K 0.05%
10,999
154
$286K 0.05%
5,719
-500
155
$277K 0.05%
5,584
-9,100
156
$277K 0.05%
2,135
157
$262K 0.05%
1,507
+102
158
$248K 0.05%
18,766
159
$246K 0.05%
+1,500
160
$242K 0.04%
3,214
161
$238K 0.04%
8,000
162
$234K 0.04%
4,050
163
$230K 0.04%
2,302
164
$219K 0.04%
+2,600
165
$217K 0.04%
+5,945
166
$211K 0.04%
+5,800
167
$205K 0.04%
+5,570
168
$202K 0.04%
+2,500
169
$201K 0.04%
+708
170
$200K 0.04%
+7,650
171
$101K 0.02%
2,550
+300
172
$97K 0.02%
11,783
-1,871
173
$88K 0.02%
10,000
-3,000
174
$40K 0.01%
12,000
175
$37K 0.01%
125
4 5 6
7
8