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
$1.02B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.11M
3
+$3.93M
4
GPN icon
Global Payments
GPN
+$2.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.9M

Top Sells

1
+$6.9M
2
+$5.42M
3
+$5.23M
4
AMGN icon
Amgen
AMGN
+$4.05M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Sector Composition

1 Technology 31.37%
2 Healthcare 17.32%
3 Consumer Discretionary 9.13%
4 Industrials 9.1%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$303K 0.03%
1,935
177
$302K 0.03%
1,500
-214
178
$301K 0.03%
1,311
179
$298K 0.03%
1,230
-190
180
$293K 0.03%
3,545
181
$293K 0.03%
1,625
182
$291K 0.03%
3,214
-71
183
$285K 0.03%
1,665
+350
184
$282K 0.03%
2,140
185
$281K 0.03%
1,430
186
$278K 0.03%
2,000
-302
187
$273K 0.03%
12,540
188
$270K 0.03%
2,315
189
$265K 0.03%
2,354
190
$258K 0.03%
1,167
191
$255K 0.03%
1,205
192
$255K 0.03%
15,000
193
$253K 0.02%
+1,875
194
$251K 0.02%
1,425
195
$247K 0.02%
+1,141
196
$246K 0.02%
3,979
197
$244K 0.02%
6,680
-820
198
$236K 0.02%
500
199
$232K 0.02%
+1,670
200
$230K 0.02%
+4,340
6 7
8
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