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
$599M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Sells

1 +$3.48M
2 +$2.24M
3 +$1.84M
4
MCD icon
McDonald's
MCD
+$1.83M
5
CAT icon
Caterpillar
CAT
+$931K

Sector Composition

1 Technology 17.88%
2 Healthcare 17.2%
3 Financials 10.89%
4 Industrials 9.59%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,785
202
-2,490
203
-5,619
204
-2,323
205
-14,300