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
$1.06B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.4M
3
+$957K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$638K
5
EPD icon
Enterprise Products Partners
EPD
+$487K

Top Sells

1
+$5.83M
2
+$5.27M
3
+$1.62M
4
GPC icon
Genuine Parts
GPC
+$1.54M
5
CI icon
Cigna
CI
+$1.27M

Sector Composition

1 Technology 32.01%
2 Healthcare 15.77%
3 Industrials 10.06%
4 Financials 9.16%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$206K 0.02%
+339
202
$205K 0.02%
760
203
$204K 0.02%
1,390
204
$203K 0.02%
10,000
205
$202K 0.02%
+3,168
206
$202K 0.02%
+2,000
207
$51.1K ﹤0.01%
+24,809
208
$29.5K ﹤0.01%
963
209
$16.2K ﹤0.01%
12,000
210
– –
-430
211
– –
-997
212
– –
-2,709
213
– –
-1,927
214
– –
-25,525
5 6 7 8
9