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
$724M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$5.68M
3
+$3.51M
4
AAPL icon
Apple
AAPL
+$2.92M
5
SNDK
SANDISK CORP
SNDK
+$2.51M

Top Sells

1
+$5.08M
2
+$3.97M
3
+$848K
4
INTC icon
Intel
INTC
+$744K
5
HOG icon
Harley-Davidson
HOG
+$454K

Sector Composition

1 Financials 33.92%
2 Technology 12.99%
3 Healthcare 11.55%
4 Industrials 7.69%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$209K 0.03%
+2,200
177
$208K 0.03%
+3,835
178
$208K 0.03%
2,976
179
$203K 0.03%
267
180
$202K 0.03%
23,288
181
$200K 0.03%
14,300
182
– –
-3,214
183
– –
-6,504
184
– –
-2,478
185
– –
-6,888
186
– –
-5,645
187
– –
-184,435
188
– –
-40,741
189
– –
-5,100
4 5 6 7
8