MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
-5.02%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$789M
AUM Growth
+$789M
(-8.2%)
Cap. Flow
-$9.2M
Cap. Flow
% of AUM
-1.17%
Top 10 Holdings %
Top 10 Hldgs %
30.22%
Holding
199
New
1
Increased
62
Reduced
69
Closed
11
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$5.38M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$5.21M |
| 3 |
Qualcomm
QCOM
|
$2.21M |
| 4 |
Tesla
TSLA
|
$1.45M |
| 5 |
KLA
KLAC
|
$1.02M |
Top Sells
| 1 |
Apple
AAPL
|
$14.8M |
| 2 |
Goldman Sachs
GS
|
$3.08M |
| 3 |
Cadence Design Systems
CDNS
|
$3M |
| 4 |
Union Pacific
UNP
|
$2.04M |
| 5 |
NVIDIA
NVDA
|
$1.41M |
Sector Composition
| 1 | Technology | 28.03% |
| 2 | Healthcare | 19.46% |
| 3 | Industrials | 9.81% |
| 4 | Financials | 8.84% |
| 5 | Consumer Discretionary | 8.6% |
