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
$576M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$2.27M
3 +$1.68M
4
AMGN icon
Amgen
AMGN
+$1.03M
5
SCHW icon
Charles Schwab
SCHW
+$557K

Top Sells

1 +$203M
2 +$11M
3 +$6.45M
4
VTRS icon
Viatris
VTRS
+$3.8M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.28M

Sector Composition

1 Technology 18.06%
2 Healthcare 13.88%
3 Financials 11.08%
4 Industrials 9.92%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-207,000