MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
+10.26%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$1.06B
AUM Growth
+$1.06B
(+8.7%)
Cap. Flow
+$6.37M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
31.97%
Holding
214
New
9
Increased
77
Reduced
68
Closed
5
Top Buys
| 1 |
Walmart
WMT
|
$10.6M |
| 2 |
SPDR Gold Trust
GLD
|
$4.76M |
| 3 |
Palo Alto Networks
PANW
|
$3.4M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.18M |
| 5 |
Amgen
AMGN
|
$957K |
Top Sells
| 1 |
Lam Research
LRCX
|
$5.83M |
| 2 |
Advanced Micro Devices
AMD
|
$5.27M |
| 3 |
CVS Health
CVS
|
$1.62M |
| 4 |
Genuine Parts
GPC
|
$1.54M |
| 5 |
Cigna
CI
|
$1.27M |
Sector Composition
| 1 | Technology | 32.01% |
| 2 | Healthcare | 15.77% |
| 3 | Industrials | 10.06% |
| 4 | Financials | 9.16% |
| 5 | Consumer Staples | 8.16% |
