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
$859M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.54M
3
+$2.81M
4
LRCX icon
Lam Research
LRCX
+$2.56M
5
MSFT icon
Microsoft
MSFT
+$2.28M

Top Sells

1
+$3.95M
2
+$3.46M
3
+$1.57M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$790K
5
AMZN icon
Amazon
AMZN
+$757K

Sector Composition

1 Technology 29.64%
2 Healthcare 18.99%
3 Industrials 10.01%
4 Financials 8.55%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$421K 0.05%
9,143
152
$378K 0.04%
8,250
-250
153
$373K 0.04%
10,468
+1,555
154
$368K 0.04%
4,754
155
$367K 0.04%
11,079
156
$365K 0.04%
3,750
157
$359K 0.04%
1,708
-32
158
$327K 0.04%
1,935
159
$327K 0.04%
+15,159
160
$324K 0.04%
1,647
+568
161
$322K 0.04%
1,707
162
$299K 0.03%
4,816
163
$297K 0.03%
1,765
164
$293K 0.03%
1,076
+26
165
$291K 0.03%
4,900
-150
166
$285K 0.03%
2,088
-950
167
$283K 0.03%
3,800
168
$257K 0.03%
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169
$249K 0.03%
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+26
170
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+2,191
171
$243K 0.03%
3,350
172
$243K 0.03%
2,150
173
$242K 0.03%
4,383
+135
174
$240K 0.03%
2,352
175
$239K 0.03%
21,950
-8,000
5 6
7
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