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
$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
– –
-40,000
179
– –
-1,200
180
– –
-400
181
– –
-6,530
182
– –
-24,650
183
– –
-18,335
184
– –
-8,494
185
– –
-4,525
186
– –
-25,938
187
– –
-4,900
188
– –
-61,640
189
– –
-14,000
190
– –
-3,200
191
– –
-12,832
192
– –
-17,532
193
– –
-5,700
4 5 6 7
8