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
$697M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.28M
3
+$3.5M
4
ABBV icon
AbbVie
ABBV
+$2.39M
5
UNP icon
Union Pacific
UNP
+$2.19M

Top Sells

1
+$3.25M
2
+$2.43M
3
+$2.32M
4
INTC icon
Intel
INTC
+$2.09M
5
IAC icon
IAC Inc
IAC
+$1.41M

Sector Composition

1 Technology 27.19%
2 Healthcare 19%
3 Financials 10.25%
4 Industrials 9.74%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$297K 0.04%
+2,225
152
$288K 0.04%
2,650
153
$284K 0.04%
13,010
-375
154
$283K 0.04%
1,970
+380
155
$282K 0.04%
+1,448
156
$281K 0.04%
+15,014
157
$280K 0.04%
+2,650
158
$280K 0.04%
1,460
-240
159
$276K 0.04%
1,800
160
$273K 0.04%
1,320
161
$272K 0.04%
2,832
162
$272K 0.04%
1,935
-67
163
$272K 0.04%
7,730
-3,327
164
$270K 0.04%
+2,250
165
$267K 0.04%
7,650
166
$262K 0.04%
16,272
+4,382
167
$259K 0.04%
+1,156
168
$257K 0.04%
2,700
+200
169
$254K 0.04%
+1,600
170
$250K 0.04%
4,280
171
$250K 0.04%
2,302
172
$247K 0.04%
2,800
173
$244K 0.04%
1,700
174
$243K 0.03%
+2,700
175
$243K 0.03%
1,780
4 5 6
7
8