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
$1.16B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.52M
3
+$1.3M
4
AMTM
Amentum Holdings
AMTM
+$1.23M
5
PANW icon
Palo Alto Networks
PANW
+$660K

Top Sells

1
+$1.09M
2
+$980K
3
+$715K
4
EXAS icon
Exact Sciences
EXAS
+$598K
5
J icon
Jacobs Solutions
J
+$501K

Sector Composition

1 Technology 33.23%
2 Healthcare 14.81%
3 Industrials 9.79%
4 Financials 9.49%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$276K 0.02%
1,510
177
$274K 0.02%
5,700
178
$272K 0.02%
1,400
179
$269K 0.02%
+1,800
180
$269K 0.02%
1,539
-997
181
$268K 0.02%
945
182
$267K 0.02%
+2,000
183
$265K 0.02%
1,480
184
$264K 0.02%
+9,366
185
$264K 0.02%
+537
186
$264K 0.02%
534
-27
187
$262K 0.02%
3,751
-694
188
$258K 0.02%
1,716
189
$258K 0.02%
1,700
190
$256K 0.02%
1,080
191
$256K 0.02%
475
192
$255K 0.02%
3,018
-150
193
$253K 0.02%
3,780
194
$250K 0.02%
1,390
195
$249K 0.02%
59
196
$247K 0.02%
2,660
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197
$247K 0.02%
+2,500
198
$247K 0.02%
2,292
199
$244K 0.02%
+3,400
200
$242K 0.02%
810
+50
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