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
$435M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.87M
3
+$6.09M
4
DUK icon
Duke Energy
DUK
+$5.29M
5
PG icon
Procter & Gamble
PG
+$5.25M

Top Sells

1
+$2.8M
2
+$2.21M
3
+$2.13M
4
VYX icon
NCR Voyix
VYX
+$626K
5
HD icon
Home Depot
HD
+$529K

Sector Composition

1 Technology 17.64%
2 Healthcare 15.15%
3 Industrials 11.77%
4 Financials 10.44%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,286
177
– –
-15,000
178
– –
-7,304
179
– –
-10,100
180
– –
-1,686
181
– –
-1,801
182
– –
-40,000
183
– –
-18,085
4 5 6 7
8