MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$925M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$895K
3
+$659K
4
TSLA icon
Tesla
TSLA
+$627K
5
CI icon
Cigna
CI
+$532K

Top Sells

1
+$4.1M
2
+$3.96M
3
+$2.39M
4
ORCL icon
Oracle
ORCL
+$1.72M
5
INTC icon
Intel
INTC
+$985K

Sector Composition

1 Technology 32.18%
2 Healthcare 17.47%
3 Industrials 10.05%
4 Financials 8.43%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$245K 0.03%
1,505
177
$245K 0.03%
4,062
-201
178
$234K 0.03%
955
-24
179
$233K 0.03%
1,510
180
$232K 0.03%
+1,790
181
$231K 0.03%
+1,670
182
$231K 0.02%
2,258
183
$229K 0.02%
+945
184
$229K 0.02%
2,075
-27
185
$224K 0.02%
593
-500
186
$223K 0.02%
2,945
187
$219K 0.02%
+475
188
$218K 0.02%
2,292
-12
189
$217K 0.02%
+1,050
190
$213K 0.02%
5,528
191
$212K 0.02%
+3,214
192
$210K 0.02%
+534
193
$210K 0.02%
1,800
194
$208K 0.02%
2,904
195
$207K 0.02%
1,390
196
$206K 0.02%
+1,230
197
$205K 0.02%
+911
198
$204K 0.02%
1,346
199
$204K 0.02%
+417
200
$202K 0.02%
5,525
-1,255
5 6 7
8
9