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
$586M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$6.96M
2 +$4.9M
3 +$4.42M
4
CAT icon
Caterpillar
CAT
+$4.2M
5
CVS icon
CVS Health
CVS
+$3.37M

Top Sells

1 +$6.84M
2 +$4.12M
3 +$1.16M
4
KO icon
Coca-Cola
KO
+$529K
5
CTSH icon
Cognizant
CTSH
+$476K

Sector Composition

1 Technology 22.24%
2 Healthcare 17.61%
3 Financials 11.12%
4 Industrials 10.71%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,500
177
-3,475
178
-2,675
179
-2,550
180
-4,184
181
-27,890