MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$4.16M
3
+$1.88M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.44M
5
ABT icon
Abbott
ABT
+$1.43M

Top Sells

1
+$6.49M
2
+$2.52M
3
+$2.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$946K
5
JPM icon
JPMorgan Chase
JPM
+$672K

Sector Composition

1 Technology 35.06%
2 Healthcare 13.47%
3 Financials 10.28%
4 Industrials 9.35%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$429K 0.04%
8,970
152
$427K 0.04%
6,256
-900
153
$412K 0.04%
1,408
-46
154
$412K 0.04%
4,099
155
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1,812
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156
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3,017
-35
157
$403K 0.03%
3,545
158
$391K 0.03%
686
159
$389K 0.03%
2,256
160
$388K 0.03%
4,600
161
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3,108
162
$371K 0.03%
3,350
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163
$368K 0.03%
1,055
164
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165
$332K 0.03%
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166
$332K 0.03%
1,673
167
$310K 0.03%
10,999
168
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2,300
169
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170
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171
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575
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172
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173
$294K 0.03%
3,780
174
$293K 0.03%
59
175
$284K 0.02%
5,417
5 6
7
8 9