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
$1.02B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.11M
3
+$3.93M
4
GPN icon
Global Payments
GPN
+$2.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.9M

Top Sells

1
+$6.9M
2
+$5.42M
3
+$5.23M
4
AMGN icon
Amgen
AMGN
+$4.05M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Sector Composition

1 Technology 31.37%
2 Healthcare 17.32%
3 Consumer Discretionary 9.13%
4 Industrials 9.1%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$230K 0.02%
2,000
202
$230K 0.02%
1,050
203
$225K 0.02%
885
-50
204
$221K 0.02%
675
205
$217K 0.02%
455
-54
206
$216K 0.02%
810
-46
207
$215K 0.02%
+2,775
208
$215K 0.02%
14,655
209
$215K 0.02%
+723
210
$214K 0.02%
+2,037
211
$210K 0.02%
+3,820
212
$209K 0.02%
958
213
$209K 0.02%
+4,000
214
$209K 0.02%
+475
215
$209K 0.02%
923
-100
216
$208K 0.02%
+350
217
$207K 0.02%
+1,012
218
$202K 0.02%
+4,450
219
$130K 0.01%
500
220
$53K 0.01%
+2,000
221
$25K ﹤0.01%
12,000
222
– –
-58,600
223
– –
-1,825
224
– –
-4,376
225
– –
-2,900
6 7 8
9
10