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
$870M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$725K
3
+$636K
4
PANW icon
Palo Alto Networks
PANW
+$425K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$360K

Top Sells

1
+$7.77M
2
+$3.52M
3
+$2.03M
4
ETN icon
Eaton
ETN
+$1.75M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 30.53%
2 Healthcare 17.93%
3 Industrials 10.41%
4 Financials 8.46%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$237K 0.03%
2,354
177
$229K 0.03%
593
178
$222K 0.03%
+3,507
179
$220K 0.03%
1,510
180
$219K 0.03%
430
+13
181
$219K 0.03%
552
+18
182
$218K 0.03%
955
183
$216K 0.02%
1,790
184
$212K 0.02%
1,480
185
$212K 0.02%
945
186
$211K 0.02%
1,050
187
$204K 0.02%
2,292
188
$204K 0.02%
3,567
-951
189
$201K 0.02%
14,359
+334
190
$201K 0.02%
1,230
191
$140K 0.02%
10,000
192
$65.6K 0.01%
1,000
193
$30.2K ﹤0.01%
12,000
194
– –
-1,346
195
– –
-1,800
196
– –
-2,258
197
– –
-2,904
198
– –
-5,525
199
– –
-3,214
200
– –
-1,390
5 6 7
8
9