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
$859M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.54M
3
+$2.81M
4
LRCX icon
Lam Research
LRCX
+$2.56M
5
MSFT icon
Microsoft
MSFT
+$2.28M

Top Sells

1
+$3.95M
2
+$3.46M
3
+$1.57M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$790K
5
AMZN icon
Amazon
AMZN
+$757K

Sector Composition

1 Technology 29.64%
2 Healthcare 18.99%
3 Industrials 10.01%
4 Financials 8.55%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$236K 0.03%
1,390
177
$235K 0.03%
+5,417
178
$232K 0.03%
1,505
+300
179
$232K 0.03%
3,214
180
$229K 0.03%
1,311
181
$227K 0.03%
2,000
182
$223K 0.03%
+874
183
$220K 0.03%
2,470
184
$220K 0.03%
3,545
185
$220K 0.03%
673
186
$211K 0.02%
+4,030
187
$210K 0.02%
1,845
188
$207K 0.02%
2,354
189
$206K 0.02%
1,690
-450
190
$204K 0.02%
+2,292
191
$201K 0.02%
1,167
192
$198K 0.02%
10,540
193
$195K 0.02%
15,000
194
$181K 0.02%
14,655
195
$136K 0.02%
+10,107
196
$65K 0.01%
10,716
-1,552
197
$61K 0.01%
500
198
$40K ﹤0.01%
12,000
199
– –
-2,038
200
– –
-6,680
5 6 7
8
9