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

Top Buys

1
+$6.83M
2
+$5.44M
3
+$4.55M
4
CAT icon
Caterpillar
CAT
+$4.23M
5
CVS icon
CVS Health
CVS
+$3.17M

Top Sells

1
+$6.84M
2
+$4.09M
3
+$1.03M
4
KO icon
Coca-Cola
KO
+$520K
5
CTSH icon
Cognizant
CTSH
+$499K

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
4 5 6 7
8