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
$907M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.78M
3
+$4.24M
4
LRCX icon
Lam Research
LRCX
+$3.43M
5
MTCH icon
Match Group
MTCH
+$3.33M

Top Sells

1
+$2M
2
+$1.4M
3
+$330K
4
TGT icon
Target
TGT
+$312K
5
MSFT icon
Microsoft
MSFT
+$301K

Sector Composition

1 Technology 28.95%
2 Healthcare 18.07%
3 Financials 10.32%
4 Industrials 8.97%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$468K 0.05%
2,107
152
$466K 0.05%
3,100
+39
153
$460K 0.05%
8,838
154
$456K 0.05%
7,363
155
$453K 0.05%
9,000
156
$450K 0.05%
5,734
-750
157
$429K 0.05%
4,100
158
$429K 0.05%
3,524
-411
159
$425K 0.05%
1,050
160
$417K 0.05%
2,800
161
$391K 0.04%
10,999
-49
162
$386K 0.04%
13,010
163
$377K 0.04%
2,597
-103
164
$371K 0.04%
+29,950
165
$368K 0.04%
7,500
-500
166
$367K 0.04%
7,650
167
$353K 0.04%
5,050
168
$348K 0.04%
1,740
169
$347K 0.04%
2,150
170
$325K 0.04%
2,832
171
$304K 0.03%
2,140
172
$300K 0.03%
1,800
173
$300K 0.03%
3,950
174
$297K 0.03%
4,180
-1,330
175
$297K 0.03%
1,714
-6
5 6
7
8 9