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
$985M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.53M
3
+$2.17M
4
SYK icon
Stryker
SYK
+$2.17M
5
LRCX icon
Lam Research
LRCX
+$2.15M

Top Sells

1
+$4.01M
2
+$3.77M
3
+$3.71M
4
SYY icon
Sysco
SYY
+$3.49M
5
INTC icon
Intel
INTC
+$2.93M

Sector Composition

1 Technology 30.39%
2 Healthcare 18.06%
3 Industrials 9.81%
4 Financials 8.52%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$280K 0.03%
1,800
-12
177
$275K 0.03%
1,311
178
$271K 0.03%
2,140
179
$262K 0.03%
1,500
180
$260K 0.03%
3,545
181
$255K 0.03%
6,680
182
$255K 0.03%
+1,716
183
$251K 0.03%
7,100
184
$248K 0.03%
2,354
185
$243K 0.02%
1,167
186
$239K 0.02%
1,845
+220
187
$239K 0.02%
1,079
-62
188
$237K 0.02%
2,000
189
$235K 0.02%
10,540
-2,000
190
$234K 0.02%
3,979
191
$233K 0.02%
1,640
+215
192
$228K 0.02%
1,205
193
$224K 0.02%
+12,000
194
$222K 0.02%
4,000
195
$219K 0.02%
1,050
196
$210K 0.02%
885
197
$209K 0.02%
14,655
198
$209K 0.02%
+5,570
199
$207K 0.02%
1,430
200
$206K 0.02%
2,000
6 7
8
9 10