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
$610M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.43M
3
+$1.98M
4
MSFT icon
Microsoft
MSFT
+$1.83M
5
MRK icon
Merck
MRK
+$1.61M

Top Sells

1
+$3.03M
2
+$866K
3
+$833K
4
C icon
Citigroup
C
+$703K
5
XOM icon
Exxon Mobil
XOM
+$333K

Sector Composition

1 Technology 27.32%
2 Healthcare 18.5%
3 Consumer Staples 9.65%
4 Industrials 9.61%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$244K 0.04%
4,280
152
$243K 0.04%
1,740
-300
153
$240K 0.04%
1,407
154
$238K 0.04%
1,800
155
$235K 0.04%
+1,780
156
$235K 0.04%
+500
157
$233K 0.04%
1,320
-124
158
$231K 0.04%
2,832
159
$226K 0.04%
+2,500
160
$217K 0.04%
+2,800
161
$217K 0.04%
2,002
-310
162
$213K 0.03%
+1,700
163
$211K 0.03%
+2,300
164
$210K 0.03%
+420
165
$210K 0.03%
2,302
166
$208K 0.03%
13,385
-600
167
$207K 0.03%
1,590
168
$206K 0.03%
+2,650
169
$205K 0.03%
+1,531
170
$203K 0.03%
+959
171
$168K 0.03%
+500
172
$165K 0.03%
14,655
-2,111
173
$138K 0.02%
10,000
174
$137K 0.02%
11,890
175
$8K ﹤0.01%
12,000
4 5 6
7
8