MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.45%
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
+$8.17M
2
+$6.91M
3
+$6.09M
4
PG icon
Procter & Gamble
PG
+$5.53M
5
DUK icon
Duke Energy
DUK
+$5.41M

Top Sells

1
+$2.77M
2
+$2.22M
3
+$2.08M
4
VYX icon
NCR Voyix
VYX
+$576K
5
HD icon
Home Depot
HD
+$538K

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
– –
-8,485
177
– –
-2,286
178
– –
-15,000
179
– –
-7,304
180
– –
-10,100
181
– –
-1,686
182
– –
-1,801
183
– –
-18,085
4 5 6 7
8