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
$925M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$967K
2
+$821K
3
+$783K
4
HON icon
Honeywell
HON
+$693K
5
EXAS icon
Exact Sciences
EXAS
+$613K

Top Sells

1
+$3.98M
2
+$3.77M
3
+$2.9M
4
ORCL icon
Oracle
ORCL
+$1.98M
5
AMZN icon
Amazon
AMZN
+$1.08M

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