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
$925M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$967K
2
+$821K
3
+$783K
4
HON icon
Honeywell
HON
+$693K
5
EXAS icon
Exact Sciences
EXAS
+$613K

Top Sells

1
+$3.98M
2
+$3.77M
3
+$2.9M
4
ORCL icon
Oracle
ORCL
+$1.98M
5
AMZN icon
Amazon
AMZN
+$1.08M

Sector Composition

1 Technology 32.18%
2 Healthcare 17.47%
3 Industrials 10.05%
4 Financials 8.43%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$392K 0.04%
2,373
+493
152
$376K 0.04%
1,960
153
$371K 0.04%
11,079
154
$352K 0.04%
7,081
-997
155
$336K 0.04%
1,935
156
$335K 0.04%
4,518
157
$315K 0.03%
1,765
158
$312K 0.03%
3,450
159
$310K 0.03%
1,407
-150
160
$309K 0.03%
1,408
161
$301K 0.03%
9,115
162
$300K 0.03%
4,116
163
$298K 0.03%
1,800
164
$298K 0.03%
1,816
165
$296K 0.03%
2,191
166
$293K 0.03%
4,640
167
$293K 0.03%
686
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168
$284K 0.03%
3,545
169
$277K 0.03%
2,000
170
$272K 0.03%
1,480
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171
$271K 0.03%
20,300
172
$265K 0.03%
5,417
173
$263K 0.03%
2,821
174
$261K 0.03%
1,098
+19
175
$250K 0.03%
2,354
5 6
7
8 9