MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
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
+$4.44M
2
+$3.78M
3
+$985K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$597K
5
EPD icon
Enterprise Products Partners
EPD
+$459K

Top Sells

1
+$5.28M
2
+$5.11M
3
+$1.55M
4
GPC icon
Genuine Parts
GPC
+$1.45M
5
CI icon
Cigna
CI
+$1.15M

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%
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182
$259K 0.02%
3,702
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183
$259K 0.02%
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184
$259K 0.02%
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185
$256K 0.02%
3,101
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186
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945
187
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+7,970
188
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189
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3,745
190
$250K 0.02%
1,510
191
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588
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192
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193
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194
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195
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196
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197
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889
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198
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199
$208K 0.02%
2,264
200
$207K 0.02%
+1,083
5 6 7
8
9