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
$907M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.78M
3
+$4.24M
4
LRCX icon
Lam Research
LRCX
+$3.43M
5
MTCH icon
Match Group
MTCH
+$3.33M

Top Sells

1
+$2M
2
+$1.4M
3
+$330K
4
TGT icon
Target
TGT
+$312K
5
MSFT icon
Microsoft
MSFT
+$301K

Sector Composition

1 Technology 28.95%
2 Healthcare 18.07%
3 Financials 10.32%
4 Industrials 8.97%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$215K 0.02%
958
202
$212K 0.02%
500
203
$212K 0.02%
856
-300
204
$209K 0.02%
14,655
-347
205
$209K 0.02%
1,205
206
$208K 0.02%
+2,900
207
$207K 0.02%
1,050
208
$204K 0.02%
+675
209
$204K 0.02%
1,605
210
$203K 0.02%
+2,000
211
$196K 0.02%
15,000
212
$136K 0.02%
500
213
$23K ﹤0.01%
12,000
214
– –
-1,140
215
– –
-3,190
216
– –
-4,450
217
– –
-7,226
218
– –
-872
219
– –
-10,599
220
– –
-69,200
221
– –
-208,340
5 6 7 8
9