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
$870M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$758K
3
+$656K
4
PANW icon
Palo Alto Networks
PANW
+$429K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$355K

Top Sells

1
+$8.11M
2
+$3.52M
3
+$2.12M
4
ETN icon
Eaton
ETN
+$1.77M
5
MSFT icon
Microsoft
MSFT
+$1.09M

Sector Composition

1 Technology 30.53%
2 Healthcare 17.93%
3 Industrials 10.41%
4 Financials 8.46%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-1,346
202
– –
-475
203
– –
-2,075
204
– –
-10,034
205
– –
-500
206
– –
-31,800
207
– –
-911
208
– –
-2,945
5 6 7 8
9