MIM

Marco Investment Management Portfolio holdings

AUM $1.31B
1-Year Est. Return 26.36%
This Quarter Est. Return
1 Year Est. Return
+26.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$4.52M
3
+$3.04M
4
MU icon
Micron Technology
MU
+$2.07M
5
AVGO icon
Broadcom
AVGO
+$1.48M

Top Sells

1
+$2.68M
2
+$2.47M
3
+$2.21M
4
ABBV icon
AbbVie
ABBV
+$1.87M
5
CAT icon
Caterpillar
CAT
+$1.43M

Sector Composition

1 Healthcare 19.58%
2 Technology 19.24%
3 Financials 12.71%
4 Industrials 9.84%
5 Consumer Staples 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$202K 0.03%
+5,570
177
$201K 0.03%
+14,000
178
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-1,200
179
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-400
180
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-6,530
181
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-24,650
182
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-18,335
183
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-8,494
184
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185
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-25,938
186
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187
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188
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-14,000
189
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190
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-12,832
191
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-17,532
192
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-5,700
193
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-40,000
4 5 6 7
8