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
$1.16B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.52M
3
+$1.3M
4
AMTM
Amentum Holdings
AMTM
+$1.23M
5
PANW icon
Palo Alto Networks
PANW
+$660K

Top Sells

1
+$1.09M
2
+$980K
3
+$715K
4
EXAS icon
Exact Sciences
EXAS
+$598K
5
J icon
Jacobs Solutions
J
+$501K

Sector Composition

1 Technology 33.23%
2 Healthcare 14.81%
3 Industrials 9.79%
4 Financials 9.49%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$405K 0.04%
1,474
-66
152
$403K 0.03%
4,600
153
$402K 0.03%
1,454
154
$387K 0.03%
1,800
155
$377K 0.03%
3,108
156
$374K 0.03%
4,099
157
$372K 0.03%
10,999
158
$372K 0.03%
525
-10
159
$365K 0.03%
3,545
160
$354K 0.03%
3,075
161
$345K 0.03%
+2,256
162
$344K 0.03%
3,460
-230
163
$342K 0.03%
1,055
164
$339K 0.03%
686
165
$336K 0.03%
1,673
166
$321K 0.03%
2,300
167
$319K 0.03%
1,670
168
$312K 0.03%
5,417
169
$308K 0.03%
2,150
170
$306K 0.03%
2,839
171
$304K 0.03%
588
172
$291K 0.03%
1,050
173
$288K 0.02%
3,015
+70
174
$279K 0.02%
20,300
175
$276K 0.02%
3,744
5 6
7
8 9