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
$985M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.53M
3
+$2.17M
4
SYK icon
Stryker
SYK
+$2.17M
5
LRCX icon
Lam Research
LRCX
+$2.15M

Top Sells

1
+$4.01M
2
+$3.77M
3
+$3.71M
4
SYY icon
Sysco
SYY
+$3.49M
5
INTC icon
Intel
INTC
+$2.93M

Sector Composition

1 Technology 30.39%
2 Healthcare 18.06%
3 Industrials 9.81%
4 Financials 8.52%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$486K 0.05%
3,800
152
$486K 0.05%
9,143
+28
153
$461K 0.05%
8,500
154
$425K 0.04%
7,650
-64
155
$420K 0.04%
11,079
+80
156
$409K 0.04%
+8,913
157
$404K 0.04%
8,900
158
$403K 0.04%
4,754
-860
159
$396K 0.04%
1,740
160
$389K 0.04%
1,707
161
$387K 0.04%
3,750
+1,100
162
$383K 0.04%
1,050
163
$354K 0.04%
1,935
164
$352K 0.04%
5,050
165
$338K 0.03%
29,950
166
$331K 0.03%
4,248
+68
167
$319K 0.03%
1,765
+100
168
$316K 0.03%
2,352
169
$302K 0.03%
4,816
170
$296K 0.03%
2,470
+100
171
$294K 0.03%
3,350
-600
172
$291K 0.03%
2,695
+380
173
$289K 0.03%
3,214
174
$286K 0.03%
1,390
175
$282K 0.03%
2,150
5 6
7
8 9