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
$1.08B
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.66M
3
+$1.34M
4
HD icon
Home Depot
HD
+$1.29M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.02M

Top Sells

1
+$13M
2
+$4.9M
3
+$3.97M
4
MRVL icon
Marvell Technology
MRVL
+$3.83M
5
AMD icon
Advanced Micro Devices
AMD
+$3.34M

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
-110
160
$358K 0.03%
27,300
+7,000
161
$331K 0.03%
1,055
162
$330K 0.03%
2,100
-200
163
$326K 0.03%
3,235
-310
164
$322K 0.03%
10,999
165
$315K 0.03%
2,256
166
$315K 0.03%
575
167
$304K 0.03%
1,633
-40
168
$300K 0.03%
9,800
-6,063
169
$294K 0.03%
4,007
170
$284K 0.03%
1,050
171
$284K 0.03%
+1,585
172
$283K 0.03%
1,960
-90
173
$270K 0.03%
3,751
174
$264K 0.02%
2,500
175
$262K 0.02%
1,083
5 6
7
8 9