MIM

Marco Investment Management Portfolio holdings

AUM $1.31B
1-Year Est. Return 26.36%
This Quarter Est. Return
1 Year Est. Return
+26.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.45M
3
+$1.21M
4
ETN icon
Eaton
ETN
+$1.17M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$869K

Top Sells

1
+$10.3M
2
+$5.28M
3
+$4.32M
4
AMD icon
Advanced Micro Devices
AMD
+$3.08M
5
LRCX icon
Lam Research
LRCX
+$2.91M

Sector Composition

1 Technology 30.71%
2 Healthcare 15.23%
3 Financials 10.65%
4 Industrials 9.68%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$262K 0.02%
9,366
177
$261K 0.02%
810
178
$258K 0.02%
3,780
179
$257K 0.02%
2,462
-555
180
$255K 0.02%
+1,100
181
$254K 0.02%
500
182
$254K 0.02%
3,739
+223
183
$252K 0.02%
3,000
-400
184
$251K 0.02%
1,510
185
$249K 0.02%
3,075
186
$241K 0.02%
945
187
$240K 0.02%
52
-7
188
$239K 0.02%
1,700
189
$237K 0.02%
10,000
190
$237K 0.02%
1,067
-6
191
$236K 0.02%
1,364
-13
192
$235K 0.02%
+1,176
193
$233K 0.02%
+2,136
194
$229K 0.02%
889
195
$225K 0.02%
+1,415
196
$223K 0.02%
2,292
197
$223K 0.02%
5,570
198
$220K 0.02%
1,325
199
$220K 0.02%
1,311
200
$212K 0.02%
+3,553
6 7
8
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