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
$887M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$716K
3
+$497K
4
TJX icon
TJX Companies
TJX
+$456K
5
DG icon
Dollar General
DG
+$448K

Top Sells

1
+$3.27M
2
+$2.69M
3
+$2.66M
4
AVGO icon
Broadcom
AVGO
+$1.71M
5
GS icon
Goldman Sachs
GS
+$1.4M

Sector Composition

1 Technology 29.97%
2 Healthcare 18.41%
3 Industrials 10.28%
4 Consumer Staples 8.4%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-4,383
202
– –
-12,204
203
– –
-6,276
204
– –
-5,100
5 6 7 8
9