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

Top Buys

1 +$4.28M
2 +$3.91M
3 +$3.15M
4
CDNS icon
Cadence Design Systems
CDNS
+$2.74M
5
IFF icon
International Flavors & Fragrances
IFF
+$2.22M

Top Sells

1 +$1.64M
2 +$493K
3 +$476K
4
ILMN icon
Illumina
ILMN
+$461K
5
T icon
AT&T
T
+$441K

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