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
$1.16B
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$4.16M
3
+$1.88M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.44M
5
ABT icon
Abbott
ABT
+$1.43M

Top Sells

1
+$6.49M
2
+$2.52M
3
+$2.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$946K
5
JPM icon
JPMorgan Chase
JPM
+$672K

Sector Composition

1 Technology 35.06%
2 Healthcare 13.47%
3 Financials 10.28%
4 Industrials 9.35%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$284K 0.02%
20,300
177
$274K 0.02%
3,075
178
$273K 0.02%
1,510
179
$272K 0.02%
945
180
$271K 0.02%
1,700
181
$271K 0.02%
2,485
-530
182
$261K 0.02%
3,400
183
$258K 0.02%
1,073
-7
184
$258K 0.02%
1,400
185
$257K 0.02%
1,550
-120
186
$256K 0.02%
9,366
187
$251K 0.02%
4,007
+400
188
$249K 0.02%
500
-88
189
$249K 0.02%
2,292
190
$245K 0.02%
475
191
$242K 0.02%
810
192
$242K 0.02%
2,500
193
$240K 0.02%
889
194
$233K 0.02%
1,377
-162
195
$232K 0.02%
900
196
$230K 0.02%
816
-50
197
$226K 0.02%
1,480
198
$226K 0.02%
640
199
$224K 0.02%
5,000
-700
200
$223K 0.02%
1,992
-90
6 7
8
9 10