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
$976M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.59M
3
+$1.6M
4
ORCL icon
Oracle
ORCL
+$1.6M
5
TSLA icon
Tesla
TSLA
+$1.45M

Top Sells

1
+$5.99M
2
+$2M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$696K
5
AMGN icon
Amgen
AMGN
+$665K

Sector Composition

1 Technology 32.63%
2 Healthcare 15.99%
3 Industrials 10.19%
4 Financials 8.85%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$261K 0.03%
2,000
177
$260K 0.03%
20,300
178
$257K 0.03%
430
179
$249K 0.03%
1,480
180
$248K 0.03%
2,821
181
$248K 0.03%
+2,945
182
$248K 0.03%
+2,709
183
$246K 0.03%
3,745
-100
184
$246K 0.03%
3,507
185
$245K 0.03%
1,510
186
$243K 0.02%
+4,720
187
$238K 0.02%
945
188
$237K 0.02%
+475
189
$236K 0.02%
2,292
190
$235K 0.02%
552
191
$235K 0.02%
1,050
192
$229K 0.02%
955
193
$225K 0.02%
+997
194
$225K 0.02%
+5,165
195
$223K 0.02%
+1,390
196
$220K 0.02%
+500
197
$217K 0.02%
+760
198
$209K 0.02%
+1,927
199
$209K 0.02%
+1,700
200
$207K 0.02%
+911
5 6 7
8
9