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
$907M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.78M
3
+$4.24M
4
LRCX icon
Lam Research
LRCX
+$3.43M
5
MTCH icon
Match Group
MTCH
+$3.33M

Top Sells

1
+$2M
2
+$1.4M
3
+$330K
4
TGT icon
Target
TGT
+$312K
5
MSFT icon
Microsoft
MSFT
+$301K

Sector Composition

1 Technology 28.95%
2 Healthcare 18.07%
3 Financials 10.32%
4 Industrials 8.97%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$294K 0.03%
3,500
+68
177
$294K 0.03%
1,935
178
$289K 0.03%
2,000
179
$288K 0.03%
3,545
180
$283K 0.03%
1,420
181
$282K 0.03%
2,302
182
$280K 0.03%
970
-250
183
$277K 0.03%
4,765
-38
184
$267K 0.03%
12,540
185
$266K 0.03%
3,285
+71
186
$262K 0.03%
2,315
187
$258K 0.03%
1,430
188
$252K 0.03%
2,354
189
$252K 0.03%
+900
190
$245K 0.03%
1,311
191
$241K 0.03%
3,979
192
$241K 0.03%
1,625
193
$234K 0.03%
1,390
-10
194
$234K 0.03%
1,167
195
$224K 0.02%
1,023
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196
$221K 0.02%
935
-125
197
$220K 0.02%
+1,425
198
$219K 0.02%
509
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199
$216K 0.02%
1,315
-642
200
$215K 0.02%
1,825
5 6 7
8
9