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
$1.08B
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.2M
3
+$1.83M
4
CVX icon
Chevron
CVX
+$1.01M
5
CRM icon
Salesforce
CRM
+$592K

Top Sells

1
+$2.76M
2
+$1.98M
3
+$1.02M
4
IFF icon
International Flavors & Fragrances
IFF
+$752K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$607K

Sector Composition

1 Technology 34.72%
2 Healthcare 14.42%
3 Industrials 9.23%
4 Financials 9.16%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$208K 0.02%
2,000
202
$207K 0.02%
+5,570
203
$205K 0.02%
760
204
$202K 0.02%
+2,450
205
$201K 0.02%
1,883
-2
206
$188K 0.02%
10,000
207
$80.1K 0.01%
30,344
+5,535
208
$22.9K ﹤0.01%
963
209
$12.4K ﹤0.01%
12,000
210
– –
-14,250
211
– –
-597
212
– –
-6,900
213
– –
-1,230
214
– –
-7,970
5 6 7 8
9