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
$976M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.59M
3
+$1.6M
4
ORCL icon
Oracle
ORCL
+$1.6M
5
TSLA icon
Tesla
TSLA
+$1.45M

Top Sells

1
+$5.99M
2
+$2M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$696K
5
AMGN icon
Amgen
AMGN
+$665K

Sector Composition

1 Technology 32.63%
2 Healthcare 15.99%
3 Industrials 10.19%
4 Financials 8.85%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$383K 0.04%
+4,050
152
$382K 0.04%
10,999
-80
153
$378K 0.04%
25,525
-3,600
154
$370K 0.04%
1,800
155
$369K 0.04%
1,935
156
$347K 0.04%
7,262
157
$346K 0.04%
1,922
-176
158
$343K 0.04%
4,639
159
$332K 0.03%
5,900
-200
160
$331K 0.03%
1,670
161
$328K 0.03%
1,408
162
$318K 0.03%
686
163
$317K 0.03%
3,369
+261
164
$316K 0.03%
1,816
165
$308K 0.03%
1,505
166
$304K 0.03%
1,570
-390
167
$303K 0.03%
593
168
$301K 0.03%
4,155
+39
169
$298K 0.03%
3,545
170
$297K 0.03%
1,141
171
$295K 0.03%
3,450
172
$282K 0.03%
5,417
173
$279K 0.03%
2,040
+250
174
$273K 0.03%
19,789
+5,430
175
$268K 0.03%
12,065
+4,150
5 6
7
8 9