MIM

Marco Investment Management Portfolio holdings

AUM $1.31B
1-Year Est. Return 26.36%
This Quarter Est. Return
1 Year Est. Return
+26.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.45M
3
+$1.21M
4
ETN icon
Eaton
ETN
+$1.17M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$869K

Top Sells

1
+$10.3M
2
+$5.28M
3
+$4.32M
4
AMD icon
Advanced Micro Devices
AMD
+$3.08M
5
LRCX icon
Lam Research
LRCX
+$2.91M

Sector Composition

1 Technology 30.71%
2 Healthcare 15.23%
3 Financials 10.65%
4 Industrials 9.68%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$451K 0.04%
20,550
-750
152
$439K 0.04%
1,812
153
$434K 0.04%
2,892
-140
154
$430K 0.04%
1,408
155
$403K 0.04%
3,350
156
$397K 0.04%
6,256
157
$384K 0.04%
4,600
158
$379K 0.04%
8,970
159
$374K 0.03%
3,350
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160
$358K 0.03%
27,300
+7,000
161
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1,055
162
$330K 0.03%
2,100
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163
$326K 0.03%
3,235
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164
$322K 0.03%
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165
$315K 0.03%
2,256
166
$315K 0.03%
575
167
$304K 0.03%
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-40
168
$300K 0.03%
9,800
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169
$294K 0.03%
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170
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1,050
171
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+1,585
172
$283K 0.03%
1,960
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173
$270K 0.03%
3,751
174
$264K 0.02%
2,500
175
$262K 0.02%
1,083
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7
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