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
$644M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.32M
3
+$2.51M
4
TFC icon
Truist Financial
TFC
+$2.04M
5
DIS icon
Walt Disney
DIS
+$564K

Top Sells

1
+$1.8M
2
+$1.73M
3
+$1.54M
4
IFF icon
International Flavors & Fragrances
IFF
+$556K
5
DHI icon
D.R. Horton
DHI
+$469K

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Financials 11.34%
4 Industrials 10.09%
5 Consumer Staples 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$286K 0.04%
7,590
152
$279K 0.04%
4,050
153
$276K 0.04%
2,100
-17
154
$274K 0.04%
2,700
155
$260K 0.04%
3,214
156
$258K 0.04%
18,766
157
$255K 0.04%
4,900
-1,084
158
$255K 0.04%
+855
159
$248K 0.04%
5,800
160
$241K 0.04%
1,633
161
$237K 0.04%
7,695
162
$233K 0.04%
+39,560
163
$232K 0.04%
2,302
164
$229K 0.04%
708
165
$226K 0.04%
+8,100
166
$222K 0.03%
1,800
167
$221K 0.03%
+7,650
168
$209K 0.03%
+4,104
169
$206K 0.03%
5,570
170
$206K 0.03%
+5,050
171
$204K 0.03%
+2,500
172
$201K 0.03%
+1,226
173
$200K 0.03%
1,802
174
$93K 0.01%
10,000
175
$25K ﹤0.01%
+150
4 5 6
7
8