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
$985M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.53M
3
+$2.17M
4
SYK icon
Stryker
SYK
+$2.17M
5
LRCX icon
Lam Research
LRCX
+$2.15M

Top Sells

1
+$4.01M
2
+$3.77M
3
+$3.71M
4
SYY icon
Sysco
SYY
+$3.49M
5
INTC icon
Intel
INTC
+$2.93M

Sector Composition

1 Technology 30.39%
2 Healthcare 18.06%
3 Industrials 9.81%
4 Financials 8.52%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$206K 0.02%
+673
202
$206K 0.02%
810
203
$205K 0.02%
500
204
$203K 0.02%
+2,038
205
$202K 0.02%
15,000
206
$202K 0.02%
+6,053
207
$146K 0.01%
12,268
-4,698
208
$60K 0.01%
2,000
209
$58K 0.01%
500
210
$30K ﹤0.01%
12,000
211
– –
-4,340
212
– –
-958
213
– –
-25,000
214
– –
-3,500
215
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-2,000
216
– –
-2,037
217
– –
-455
218
– –
-675
219
– –
-475
220
– –
-3,820
221
– –
-4,450
222
– –
-723
223
– –
-1,230
224
– –
-1,670
225
– –
-1,875
6 7 8
9
10