MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
+3.51%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$561M
AUM Growth
+$561M
(+4.1%)
Cap. Flow
+$300K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
30.67%
Holding
184
New
8
Increased
51
Reduced
71
Closed
5
Top Buys
| 1 |
United Parcel Service
UPS
|
$3.49M |
| 2 |
Salesforce
CRM
|
$3.1M |
| 3 |
Dow Inc
DOW
|
$2.42M |
| 4 |
Intel
INTC
|
$2.41M |
| 5 |
UnitedHealth
UNH
|
$2.04M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$7.4M |
| 2 |
Qualcomm
QCOM
|
$4.01M |
| 3 |
Broadcom
AVGO
|
$2.49M |
| 4 |
Cousins Properties
CUZ
|
$1.09M |
| 5 |
Costco
COST
|
$1.07M |
Sector Composition
| 1 | Technology | 23.08% |
| 2 | Healthcare | 17.8% |
| 3 | Financials | 11.6% |
| 4 | Consumer Staples | 9.51% |
| 5 | Industrials | 8.84% |
