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
$861M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.58M
3
+$2.99M
4
KLAC icon
KLA
KLAC
+$2.9M
5
AMD icon
Advanced Micro Devices
AMD
+$2.82M

Top Sells

1
+$1.45M
2
+$1.32M
3
+$492K
4
SCHW icon
Charles Schwab
SCHW
+$364K
5
HD icon
Home Depot
HD
+$322K

Sector Composition

1 Technology 28.72%
2 Healthcare 17.79%
3 Financials 10.76%
4 Industrials 9.7%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$253K 0.03%
12,540
177
$252K 0.03%
1,060
-260
178
$251K 0.03%
3,950
-175
179
$247K 0.03%
3,214
180
$246K 0.03%
1,625
181
$245K 0.03%
3,545
-125
182
$245K 0.03%
1,430
-50
183
$244K 0.03%
1,220
-40
184
$240K 0.03%
1,420
-50
185
$234K 0.03%
958
186
$234K 0.03%
1,167
187
$233K 0.03%
2,573
+23
188
$229K 0.03%
+1,400
189
$229K 0.03%
3,979
-125
190
$225K 0.03%
+1,205
191
$221K 0.03%
+1,311
192
$219K 0.03%
+7,226
193
$216K 0.03%
15,002
194
$215K 0.03%
2,150
-100
195
$214K 0.02%
500
196
$214K 0.02%
+498
197
$211K 0.02%
3,190
+165
198
$208K 0.02%
15,000
199
$207K 0.02%
2,315
-50
200
$206K 0.02%
1,050
-110
5 6 7
8
9