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
$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
-2,286
177
-15,000
178
-10,956
179
-10,100
180
-1,686
181
-1,801
182
-18,085
183
-40,000