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
$1.06B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.4M
3
+$957K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$638K
5
EPD icon
Enterprise Products Partners
EPD
+$487K

Top Sells

1
+$5.83M
2
+$5.27M
3
+$1.62M
4
GPC icon
Genuine Parts
GPC
+$1.54M
5
CI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$272K 0.03%
+1,189
177
$271K 0.03%
2,040
178
$270K 0.03%
561
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179
$269K 0.03%
20,300
180
$261K 0.02%
4,720
181
$260K 0.02%
1,050
182
$259K 0.02%
3,702
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183
$259K 0.02%
1,400
-170
184
$259K 0.02%
1,480
185
$256K 0.02%
3,101
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186
$256K 0.02%
945
187
$256K 0.02%
+7,970
188
$254K 0.02%
2,945
189
$251K 0.02%
3,745
190
$250K 0.02%
1,510
191
$250K 0.02%
588
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192
$250K 0.02%
4,445
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193
$246K 0.02%
900
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194
$233K 0.02%
597
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195
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196
$215K 0.02%
+1,230
197
$213K 0.02%
889
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198
$208K 0.02%
+1,885
199
$208K 0.02%
1,132
200
$207K 0.02%
+1,083
5 6 7
8
9