MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
+13.04%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$976M
AUM Growth
+$976M
(+12%)
Cap. Flow
+$2.65M
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
31.23%
Holding
210
New
17
Increased
64
Reduced
78
Closed
5
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$4.01M |
| 2 |
ConocoPhillips
COP
|
$2.59M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.6M |
| 4 |
Oracle
ORCL
|
$1.6M |
| 5 |
Tesla
TSLA
|
$1.45M |
Top Sells
| 1 |
Cigna
CI
|
$5.99M |
| 2 |
Broadcom
AVGO
|
$2M |
| 3 |
CVS Health
CVS
|
$1.06M |
| 4 |
Microsoft
MSFT
|
$696K |
| 5 |
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% |
