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
$870M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$725K
3
+$636K
4
PANW icon
Palo Alto Networks
PANW
+$425K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$360K

Top Sells

1
+$7.77M
2
+$3.52M
3
+$2.03M
4
ETN icon
Eaton
ETN
+$1.75M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 30.53%
2 Healthcare 17.93%
3 Industrials 10.41%
4 Financials 8.46%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$335K 0.04%
2,098
-275
152
$334K 0.04%
1,960
153
$333K 0.04%
3,012
154
$322K 0.04%
1,800
155
$316K 0.04%
1,935
156
$308K 0.04%
1,452
+45
157
$303K 0.03%
1,765
158
$301K 0.03%
9,115
159
$298K 0.03%
686
160
$289K 0.03%
2,191
161
$288K 0.03%
3,108
-3,103
162
$286K 0.03%
4,116
163
$284K 0.03%
1,816
164
$265K 0.03%
5,417
165
$264K 0.03%
4,639
-1
166
$263K 0.03%
3,450
167
$262K 0.03%
1,141
+43
168
$260K 0.03%
3,545
169
$257K 0.03%
20,300
170
$256K 0.03%
1,505
171
$250K 0.03%
1,670
172
$250K 0.03%
2,000
173
$248K 0.03%
3,845
-217
174
$241K 0.03%
2,821
175
$241K 0.03%
+7,915
5 6
7
8 9