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
$887M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$649K
3
+$470K
4
TJX icon
TJX Companies
TJX
+$454K
5
DG icon
Dollar General
DG
+$420K

Top Sells

1
+$3.46M
2
+$3.31M
3
+$3.01M
4
AVGO icon
Broadcom
AVGO
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.31M

Sector Composition

1 Technology 29.97%
2 Healthcare 18.41%
3 Industrials 10.28%
4 Consumer Staples 8.4%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$258K 0.03%
2,102
177
$258K 0.03%
6,780
178
$253K 0.03%
2,258
-188
179
$245K 0.03%
4,263
+205
180
$243K 0.03%
1,079
181
$240K 0.03%
673
182
$236K 0.03%
2,354
183
$234K 0.03%
979
+19
184
$226K 0.03%
1,390
185
$218K 0.02%
1,167
186
$216K 0.02%
2,304
+12
187
$213K 0.02%
+1,510
188
$212K 0.02%
+2,945
189
$210K 0.02%
+3,978
190
$207K 0.02%
1,800
191
$203K 0.02%
1,346
192
$203K 0.02%
+5,528
193
$202K 0.02%
+2,904
194
$196K 0.02%
10,540
195
$182K 0.02%
10,000
-5,000
196
$43.3K ﹤0.01%
525
+25
197
$28.7K ﹤0.01%
12,000
198
– –
-1,690
199
– –
-4,985
200
– –
-18,950
5 6 7
8
9