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

Top Buys

1 +$5.23M
2 +$649K
3 +$470K
4
TJX icon
TJX Companies
TJX
+$454K
5
DG icon
Dollar General
DG
+$420K

Top Sells

1 +$3.46M
2 +$3.31M
3 +$3.01M
4
AVGO icon
Broadcom
AVGO
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.31M

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