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
$697M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.28M
3
+$3.5M
4
ABBV icon
AbbVie
ABBV
+$2.39M
5
UNP icon
Union Pacific
UNP
+$2.19M

Top Sells

1
+$3.25M
2
+$2.43M
3
+$2.32M
4
INTC icon
Intel
INTC
+$2.09M
5
IAC icon
IAC Inc
IAC
+$1.41M

Sector Composition

1 Technology 27.19%
2 Healthcare 19%
3 Financials 10.25%
4 Industrials 9.74%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$235K 0.03%
+3,800
177
$234K 0.03%
3,400
178
$232K 0.03%
+1,125
179
$229K 0.03%
+2,354
180
$227K 0.03%
15,000
+5,000
181
$226K 0.03%
+2,700
182
$224K 0.03%
415
-5
183
$218K 0.03%
958
-1
184
$215K 0.03%
+750
185
$205K 0.03%
+1,675
186
$205K 0.03%
+1,167
187
$200K 0.03%
+5,050
188
$189K 0.03%
14,655
189
$143K 0.02%
500
190
$9K ﹤0.01%
12,000
191
– –
-5,508
192
– –
-21,590
193
– –
-21,967
194
– –
-500
4 5 6 7
8