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
$656M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$4.29M
3
+$3.33M
4
MU icon
Micron Technology
MU
+$2.17M
5
AVGO icon
Broadcom
AVGO
+$1.5M

Top Sells

1
+$2.68M
2
+$2.34M
3
+$2.21M
4
ABBV icon
AbbVie
ABBV
+$1.82M
5
CAT icon
Caterpillar
CAT
+$1.26M

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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180
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191
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193
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4 5 6 7
8