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
$1.16B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.52M
3
+$1.3M
4
AMTM
Amentum Holdings
AMTM
+$1.23M
5
PANW icon
Palo Alto Networks
PANW
+$660K

Top Sells

1
+$1.09M
2
+$980K
3
+$715K
4
EXAS icon
Exact Sciences
EXAS
+$598K
5
J icon
Jacobs Solutions
J
+$501K

Sector Composition

1 Technology 33.23%
2 Healthcare 14.81%
3 Industrials 9.79%
4 Financials 9.49%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$239K 0.02%
+408
202
$238K 0.02%
3,607
203
$237K 0.02%
866
+50
204
$234K 0.02%
+640
205
$234K 0.02%
889
206
$233K 0.02%
+1,325
207
$230K 0.02%
5,570
208
$225K 0.02%
900
209
$222K 0.02%
10,000
210
$220K 0.02%
+1,168
211
$219K 0.02%
+2,136
212
$218K 0.02%
2,000
213
$218K 0.02%
1,083
214
$209K 0.02%
+2,500
215
$209K 0.02%
1,041
-132
216
$208K 0.02%
+1,311
217
$208K 0.02%
1,366
-216
218
$207K 0.02%
+2,590
219
$206K 0.02%
+1,718
220
$205K 0.02%
+2,100
221
$201K 0.02%
+1,330
222
$169K 0.01%
+10,025
223
$113K 0.01%
+10,225
224
$75.6K 0.01%
30,344
225
$21.6K ﹤0.01%
963
6 7 8
9
10