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
$766M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.91M
3
+$3.15M
4
CDNS icon
Cadence Design Systems
CDNS
+$2.74M
5
IFF icon
International Flavors & Fragrances
IFF
+$2.22M

Top Sells

1
+$1.64M
2
+$493K
3
+$476K
4
ILMN icon
Illumina
ILMN
+$461K
5
T icon
AT&T
T
+$441K

Sector Composition

1 Technology 27.7%
2 Healthcare 18.14%
3 Financials 10.88%
4 Industrials 9.92%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$351K 0.05%
4,900
152
$343K 0.04%
+7,100
153
$335K 0.04%
5,727
+273
154
$328K 0.04%
1,740
155
$323K 0.04%
2,832
156
$322K 0.04%
1,050
157
$317K 0.04%
2,300
158
$311K 0.04%
2,450
-200
159
$310K 0.04%
1,448
160
$303K 0.04%
3,400
161
$303K 0.04%
7,730
162
$292K 0.04%
+1,605
163
$292K 0.04%
1,320
164
$291K 0.04%
2,700
165
$291K 0.04%
1,935
166
$287K 0.04%
2,120
+150
167
$276K 0.04%
1,800
168
$264K 0.03%
1,156
169
$262K 0.03%
4,125
+325
170
$259K 0.03%
12,540
-3,732
171
$258K 0.03%
7,650
172
$251K 0.03%
1,470
-130
173
$249K 0.03%
2,354
174
$249K 0.03%
2,302
175
$248K 0.03%
958
5 6
7
8 9