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
$561M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.1M
3
+$2.42M
4
INTC icon
Intel
INTC
+$2.41M
5
UNH icon
UnitedHealth
UNH
+$2.04M

Top Sells

1
+$4.01M
2
+$2.49M
3
+$1.83M
4
COST icon
Costco
COST
+$1.07M
5
APTV icon
Aptiv
APTV
+$702K

Sector Composition

1 Technology 23.08%
2 Healthcare 17.8%
3 Financials 11.6%
4 Consumer Staples 9.51%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$291K 0.05%
5,395
-324
152
$290K 0.05%
10,999
153
$290K 0.05%
4,184
154
$289K 0.05%
5,648
-1,260
155
$270K 0.05%
1,500
156
$255K 0.05%
2,302
157
$250K 0.04%
18,766
158
$244K 0.04%
3,214
159
$237K 0.04%
4,050
160
$235K 0.04%
2,117
-18
161
$230K 0.04%
+1,800
162
$230K 0.04%
+2,675
163
$222K 0.04%
+2,750
164
$220K 0.04%
+3,475
165
$219K 0.04%
+2,650
166
$218K 0.04%
1,507
167
$218K 0.04%
2,600
168
$215K 0.04%
2,500
169
$214K 0.04%
5,800
170
$209K 0.04%
+7,500
171
$209K 0.04%
708
172
$207K 0.04%
5,570
173
$203K 0.04%
5,290
-655
174
$156K 0.03%
37,800
-2,300
175
$104K 0.02%
2,550
4 5 6
7
8