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
$1.2B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$2.53M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$1.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$955K

Top Sells

1
+$3.33M
2
+$1.07M
3
+$677K
4
GIS icon
General Mills
GIS
+$640K
5
KO icon
Coca-Cola
KO
+$379K

Sector Composition

1 Technology 34.72%
2 Healthcare 13.18%
3 Financials 11.35%
4 Industrials 9.59%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$295K 0.02%
1,700
177
$285K 0.02%
3,127
+127
178
$285K 0.02%
740
-70
179
$277K 0.02%
10,000
180
$271K 0.02%
1,415
181
$270K 0.02%
945
182
$268K 0.02%
1,100
183
$267K 0.02%
1,083
184
$264K 0.02%
1,510
185
$264K 0.02%
500
186
$254K 0.02%
+1,214
187
$254K 0.02%
+1,970
188
$254K 0.02%
889
189
$253K 0.02%
1,067
190
$252K 0.02%
3,739
191
$248K 0.02%
9,366
192
$242K 0.02%
2,455
-7
193
$241K 0.02%
1,364
194
$235K 0.02%
900
195
$234K 0.02%
2,500
196
$232K 0.02%
2,000
197
$230K 0.02%
3,075
198
$228K 0.02%
2,292
199
$228K 0.02%
+9,320
200
$223K 0.02%
3,553
6 7
8
9 10