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
$644M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$5.18M
2 +$3.32M
3 +$2.51M
4
TFC icon
Truist Financial
TFC
+$2.04M
5
DIS icon
Walt Disney
DIS
+$564K

Top Sells

1 +$1.8M
2 +$1.73M
3 +$1.54M
4
IFF icon
International Flavors & Fragrances
IFF
+$556K
5
DHI icon
D.R. Horton
DHI
+$469K

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Financials 11.34%
4 Industrials 10.09%
5 Consumer Staples 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$22K ﹤0.01%
12,000
177
-8,900
178
-125
179
-4,535
180
-26,000
181
-2,750
182
-26,158