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
$479M
AUM Growth
+$478M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.1M
3
+$3.09M
4
MDT icon
Medtronic
MDT
+$2.39M
5
JPM icon
JPMorgan Chase
JPM
+$2.32M

Top Sells

1
+$4.63M
2
+$3.25M
3
+$2.47M
4
QCOM icon
Qualcomm
QCOM
+$1.04M
5
IAC icon
IAC Inc
IAC
+$762K

Sector Composition

1 Technology 16.89%
2 Healthcare 16.1%
3 Industrials 11.7%
4 Financials 10.63%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-6,632
177
– –
-5,600
178
– –
-50,000
179
– –
-3,457
180
– –
-3,329
181
– –
-15,000
182
– –
-2,458
183
– –
-1,150
4 5 6 7
8