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
$586M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.9M
3
+$4.42M
4
CAT icon
Caterpillar
CAT
+$4.2M
5
CVS icon
CVS Health
CVS
+$3.37M

Top Sells

1
+$6.84M
2
+$4.12M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$529K
5
CTSH icon
Cognizant
CTSH
+$476K

Sector Composition

1 Technology 22.24%
2 Healthcare 17.61%
3 Financials 11.12%
4 Industrials 10.71%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$288K 0.05%
7,590
-128
152
$283K 0.05%
4,050
153
$277K 0.05%
3,214
154
$276K 0.05%
5,984
155
$276K 0.05%
6,450
-1,365
156
$261K 0.04%
2,302
157
$254K 0.04%
2,700
+100
158
$245K 0.04%
18,766
159
$237K 0.04%
2,117
160
$234K 0.04%
5,800
161
$224K 0.04%
1,800
162
$224K 0.04%
1,633
+126
163
$211K 0.04%
7,695
+195
164
$211K 0.04%
708
165
$206K 0.04%
5,570
166
$206K 0.04%
2,750
167
$202K 0.03%
+1,802
168
$92K 0.02%
10,000
169
$83K 0.01%
26,000
-11,800
170
$31K 0.01%
12,000
171
$15K ﹤0.01%
125
172
– –
-11,783
173
– –
-10,001
174
– –
-2,650
175
– –
-5,290
4 5 6
7
8