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
$589M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.43M
3
+$1.3M
4
AAL icon
American Airlines Group
AAL
+$1.15M
5
MBLY
Mobileye N.V.
MBLY
+$1,000K

Top Sells

1
+$3.95M
2
+$2.55M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.61M
5
DFS
Discover Financial Services
DFS
+$1.49M

Sector Composition

1 Technology 18.27%
2 Healthcare 18.04%
3 Financials 12.48%
4 Industrials 10.69%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$209K 0.04%
15,766
177
$203K 0.03%
+1,868
178
– –
-20,700
179
– –
-3,214
180
– –
-7,500
181
– –
-95,858
182
– –
-13,500
183
– –
-6,704
184
– –
-9,800
185
– –
-13,340
186
– –
-3,632
187
– –
-15,631
4 5 6 7
8