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
$887M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$649K
3
+$470K
4
TJX icon
TJX Companies
TJX
+$454K
5
DG icon
Dollar General
DG
+$420K

Top Sells

1
+$3.46M
2
+$3.31M
3
+$3.01M
4
AVGO icon
Broadcom
AVGO
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.31M

Sector Composition

1 Technology 29.97%
2 Healthcare 18.41%
3 Industrials 10.28%
4 Consumer Staples 8.4%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$370K 0.04%
8,078
-100
152
$364K 0.04%
4,142
153
$348K 0.04%
4,518
-200
154
$343K 0.04%
4,700
155
$334K 0.04%
11,079
156
$332K 0.04%
1,935
157
$329K 0.04%
9,115
158
$323K 0.04%
1,765
159
$318K 0.04%
1,557
160
$313K 0.04%
1,408
-300
161
$299K 0.03%
4,640
-390
162
$299K 0.03%
1,960
163
$298K 0.03%
1,880
164
$287K 0.03%
4,116
-700
165
$286K 0.03%
3,545
166
$285K 0.03%
3,450
+100
167
$281K 0.03%
2,821
+100
168
$281K 0.03%
1,816
+100
169
$275K 0.03%
1,505
170
$272K 0.03%
2,191
171
$266K 0.03%
20,300
172
$264K 0.03%
2,000
173
$264K 0.03%
1,800
174
$263K 0.03%
5,417
175
$261K 0.03%
1,640
5 6
7
8 9