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
$561M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.2M
3
+$2.59M
4
INTC icon
Intel
INTC
+$2.49M
5
UNH icon
UnitedHealth
UNH
+$2.01M

Top Sells

1
+$3.86M
2
+$2.52M
3
+$2.32M
4
COST icon
Costco
COST
+$1.01M
5
APTV icon
Aptiv
APTV
+$688K

Sector Composition

1 Technology 23.08%
2 Healthcare 17.8%
3 Financials 11.6%
4 Consumer Staples 9.51%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$102K 0.02%
10,000
177
$57K 0.01%
11,783
178
$32K 0.01%
12,000
179
$23K ﹤0.01%
125
180
– –
-4,900
181
– –
-8,000
182
– –
-7,650
183
– –
-35,500
184
– –
-15,000
4 5 6 7
8