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
$861M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.58M
3
+$2.99M
4
KLAC icon
KLA
KLAC
+$2.9M
5
AMD icon
Advanced Micro Devices
AMD
+$2.82M

Top Sells

1
+$1.45M
2
+$1.32M
3
+$492K
4
SCHW icon
Charles Schwab
SCHW
+$364K
5
HD icon
Home Depot
HD
+$322K

Sector Composition

1 Technology 28.72%
2 Healthcare 17.79%
3 Financials 10.76%
4 Industrials 9.7%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$446K 0.05%
7,363
+40
152
$443K 0.05%
9,000
153
$441K 0.05%
2,800
+500
154
$427K 0.05%
4,000
155
$417K 0.05%
2,700
156
$416K 0.05%
13,010
157
$383K 0.04%
1,050
158
$382K 0.04%
5,050
+150
159
$380K 0.04%
11,048
+49
160
$346K 0.04%
1,740
161
$330K 0.04%
2,832
162
$326K 0.04%
1,448
163
$324K 0.04%
1,957
-500
164
$320K 0.04%
7,650
165
$311K 0.04%
2,000
-450
166
$310K 0.04%
3,432
+32
167
$308K 0.04%
2,140
+20
168
$300K 0.03%
4,803
-924
169
$291K 0.03%
1,800
170
$290K 0.03%
1,935
171
$286K 0.03%
1,156
172
$267K 0.03%
1,605
173
$266K 0.03%
1,720
+20
174
$265K 0.03%
2,302
175
$262K 0.03%
2,354
5 6
7
8 9