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
$1.08B
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.2M
3
+$1.83M
4
CVX icon
Chevron
CVX
+$1.01M
5
CRM icon
Salesforce
CRM
+$592K

Top Sells

1
+$2.76M
2
+$1.98M
3
+$1.02M
4
IFF icon
International Flavors & Fragrances
IFF
+$752K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$607K

Sector Composition

1 Technology 34.72%
2 Healthcare 14.42%
3 Industrials 9.23%
4 Financials 9.16%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$271K 0.03%
1,716
177
$263K 0.02%
1,400
178
$262K 0.02%
588
179
$260K 0.02%
3,607
-138
180
$258K 0.02%
6,200
-62
181
$257K 0.02%
475
182
$256K 0.02%
1,700
183
$248K 0.02%
945
184
$248K 0.02%
4,720
185
$248K 0.02%
2,839
-640
186
$247K 0.02%
561
187
$245K 0.02%
4,445
188
$245K 0.02%
3,744
+42
189
$245K 0.02%
+816
190
$241K 0.02%
1,480
191
$235K 0.02%
1,080
-109
192
$234K 0.02%
+59
193
$230K 0.02%
1,510
194
$224K 0.02%
3,168
195
$224K 0.02%
900
196
$223K 0.02%
2,292
-388
197
$222K 0.02%
889
198
$216K 0.02%
1,390
199
$214K 0.02%
1,173
+41
200
$210K 0.02%
1,083
5 6 7
8
9