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
$1.2B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$2.53M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$1.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$955K

Top Sells

1
+$3.33M
2
+$1.07M
3
+$677K
4
GIS icon
General Mills
GIS
+$640K
5
KO icon
Coca-Cola
KO
+$379K

Sector Composition

1 Technology 34.72%
2 Healthcare 13.18%
3 Financials 11.35%
4 Industrials 9.59%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$441K 0.04%
1,429
+21
152
$406K 0.03%
4,979
+267
153
$399K 0.03%
7,700
-11,600
154
$395K 0.03%
4,600
155
$391K 0.03%
8,637
-333
156
$389K 0.03%
11,507
157
$387K 0.03%
3,350
158
$382K 0.03%
2,892
159
$379K 0.03%
27,300
160
$360K 0.03%
3,150
-200
161
$353K 0.03%
1,077
+22
162
$340K 0.03%
3,196
-555
163
$337K 0.03%
2,256
164
$337K 0.03%
1,585
165
$330K 0.03%
3,780
166
$329K 0.03%
3,235
167
$323K 0.03%
575
168
$320K 0.03%
1,050
169
$318K 0.03%
1,633
170
$313K 0.03%
1,960
171
$311K 0.03%
2,100
172
$303K 0.03%
1,177
+1
173
$302K 0.03%
9,800
174
$301K 0.03%
52
175
$301K 0.03%
4,272
+265
5 6
7
8 9