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
$789M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.02M
3
+$716K
4
PANW icon
Palo Alto Networks
PANW
+$676K
5
CRM icon
Salesforce
CRM
+$572K

Top Sells

1
+$14.8M
2
+$3.08M
3
+$3M
4
UNP icon
Union Pacific
UNP
+$2.04M
5
NVDA icon
NVIDIA
NVDA
+$1.41M

Sector Composition

1 Technology 28.03%
2 Healthcare 19.46%
3 Industrials 9.81%
4 Financials 8.84%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$369K 0.05%
10,378
-90
152
$368K 0.05%
9,115
-28
153
$331K 0.04%
3,750
154
$323K 0.04%
7,950
-300
155
$316K 0.04%
11,079
156
$306K 0.04%
3,800
157
$306K 0.04%
1,707
158
$301K 0.04%
1,076
159
$296K 0.04%
1,935
160
$293K 0.04%
1,647
161
$282K 0.04%
4,700
-200
162
$273K 0.03%
1,765
163
$270K 0.03%
1,880
-1,325
164
$264K 0.03%
4,816
165
$260K 0.03%
1,800
166
$256K 0.03%
3,350
167
$251K 0.03%
12,456
-2,703
168
$247K 0.03%
2,038
-50
169
$243K 0.03%
1,960
-190
170
$241K 0.03%
20,300
+5,645
171
$240K 0.03%
1,390
172
$239K 0.03%
2,721
173
$237K 0.03%
1,505
174
$229K 0.03%
673
175
$228K 0.03%
2,191
4 5 6
7
8