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
$1.02B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.11M
3
+$3.93M
4
GPN icon
Global Payments
GPN
+$2.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.9M

Top Sells

1
+$6.9M
2
+$5.42M
3
+$5.23M
4
AMGN icon
Amgen
AMGN
+$4.05M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Sector Composition

1 Technology 31.37%
2 Healthcare 17.32%
3 Consumer Discretionary 9.13%
4 Industrials 9.1%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$524K 0.05%
5,614
-120
152
$512K 0.05%
9,115
-73
153
$510K 0.05%
3,800
154
$466K 0.05%
7,100
155
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15,507
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156
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10,999
157
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7,714
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158
$429K 0.04%
1,740
159
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160
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161
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162
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163
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164
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165
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4,180
166
$380K 0.04%
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167
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29,950
168
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169
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170
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3,950
171
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1,812
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172
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173
$315K 0.03%
1,390
174
$306K 0.03%
2,150
175
$305K 0.03%
16,966
-2,182
5 6
7
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