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
$766M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$4.27M
2 +$4.25M
3 +$3.45M
4
CDNS icon
Cadence Design Systems
CDNS
+$2.68M
5
IFF icon
International Flavors & Fragrances
IFF
+$2.05M

Top Sells

1 +$1.62M
2 +$503K
3 +$463K
4
META icon
Meta Platforms (Facebook)
META
+$435K
5
T icon
AT&T
T
+$427K

Sector Composition

1 Technology 27.7%
2 Healthcare 18.14%
3 Financials 10.88%
4 Industrials 9.92%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,125