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
$1.08B
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.2M
3
+$1.83M
4
CVX icon
Chevron
CVX
+$1.01M
5
CRM icon
Salesforce
CRM
+$592K

Top Sells

1
+$2.76M
2
+$1.98M
3
+$1.02M
4
IFF icon
International Flavors & Fragrances
IFF
+$752K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$607K

Sector Composition

1 Technology 34.72%
2 Healthcare 14.42%
3 Industrials 9.23%
4 Financials 9.16%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$401K 0.04%
686
152
$396K 0.04%
1,947
+11
153
$376K 0.03%
9,478
+42
154
$366K 0.03%
3,690
155
$365K 0.03%
4,600
156
$361K 0.03%
535
+196
157
$355K 0.03%
1,800
158
$347K 0.03%
1,454
159
$343K 0.03%
3,545
160
$334K 0.03%
4,099
161
$315K 0.03%
3,108
162
$312K 0.03%
10,999
163
$305K 0.03%
1,673
-249
164
$305K 0.03%
2,300
+300
165
$300K 0.03%
2,150
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166
$292K 0.03%
3,075
-26
167
$292K 0.03%
1,055
+100
168
$290K 0.03%
5,700
-200
169
$289K 0.03%
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170
$288K 0.03%
1,582
-352
171
$287K 0.03%
5,417
172
$281K 0.03%
1,670
173
$279K 0.03%
+3,850
174
$278K 0.03%
1,050
175
$274K 0.03%
20,300
5 6
7
8 9