MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
This Quarter Return
+6.64%
1 Year Return
+22.28%
3 Year Return
+87.03%
5 Year Return
+157.96%
10 Year Return
+313.92%
AUM
$1.16B
AUM Growth
+$1.16B
(+6.8%)
Cap. Flow
+$83.8M
Cap. Flow
% of AUM
7.24%
Top 10 Holdings %
Top 10 Hldgs %
33.71%
Holding
231
New
22
Increased
68
Reduced
67
Closed
4
Top Buys
| 1 |
Broadcom
AVGO
|
$69.9M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.94M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.52M |
| 4 |
Oracle
ORCL
|
$1.3M |
| 5 |
AMTM
Amentum Holdings, Inc.
AMTM
|
$1.23M |
Top Sells
| 1 |
Coca-Cola
KO
|
$1.09M |
| 2 |
Chevron
CVX
|
$980K |
| 3 |
Meta Platforms (Facebook)
META
|
$715K |
| 4 |
Exact Sciences
EXAS
|
$598K |
| 5 |
Apple
AAPL
|
$464K |
Sector Composition
| 1 | Technology | 33.23% |
| 2 | Healthcare | 14.81% |
| 3 | Industrials | 9.79% |
| 4 | Financials | 9.49% |
| 5 | Consumer Staples | 8.61% |
