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

Top Buys

1
+$2.78M
2
+$2.57M
3
+$2.33M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.31M
5
SYK icon
Stryker
SYK
+$2.1M

Top Sells

1
+$3.93M
2
+$3.75M
3
+$3.49M
4
SYY icon
Sysco
SYY
+$3.45M
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
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-3,500
215
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-2,000
216
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-2,037
217
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218
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219
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-475
220
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-3,820
221
– –
-4,450
222
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-1,230
223
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-1,670
224
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-1,875
225
– –
-923
6 7 8
9
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