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
$574M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.43M
3
+$2.1M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
EPD icon
Enterprise Products Partners
EPD
+$2M

Top Sells

1
+$3.57M
2
+$3.23M
3
+$1.51M
4
PARA
Paramount Global Class B
PARA
+$1.39M
5
AKAM icon
Akamai
AKAM
+$1.27M

Sector Composition

1 Technology 17.36%
2 Healthcare 17.03%
3 Financials 12.94%
4 Industrials 12.02%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$211K 0.04%
1,585
177
$210K 0.04%
5,400
-30,000
178
$209K 0.04%
+3,350
179
$209K 0.04%
6,068
-110
180
$208K 0.04%
4,900
-800
181
$207K 0.04%
3,214
182
$205K 0.04%
+5,737
183
$202K 0.04%
+7,500
184
$201K 0.04%
15,766
-1,321
185
– –
-2,000
186
– –
-6,565
187
– –
-10,084
188
– –
-3,203
189
– –
-1,506
190
– –
-8,000
191
– –
-30,000
4 5 6 7
8