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
$925M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$967K
2 +$821K
3 +$783K
4
HON icon
Honeywell
HON
+$693K
5
EXAS icon
Exact Sciences
EXAS
+$613K

Top Sells

1 +$3.98M
2 +$3.77M
3 +$2.9M
4
ORCL icon
Oracle
ORCL
+$1.98M
5
AMZN icon
Amazon
AMZN
+$1.08M

Sector Composition

1 Technology 32.18%
2 Healthcare 17.47%
3 Industrials 10.05%
4 Financials 8.43%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$200K 0.02%
+500
202
$179K 0.02%
10,034
-506
203
$178K 0.02%
+14,025
204
$154K 0.02%
10,000
205
$80.2K 0.01%
1,000
+475
206
$30K ﹤0.01%
12,000
207
-3,978
208
-4,142
209
-12,992
210
-1,167