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
$1.2B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$2.53M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$1.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$955K

Top Sells

1
+$3.33M
2
+$1.07M
3
+$677K
4
GIS icon
General Mills
GIS
+$640K
5
KO icon
Coca-Cola
KO
+$379K

Sector Composition

1 Technology 34.72%
2 Healthcare 13.18%
3 Financials 11.35%
4 Industrials 9.59%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$222K 0.02%
3,500
202
$221K 0.02%
+1,718
203
$220K 0.02%
+450
204
$220K 0.02%
2,117
-19
205
$220K 0.02%
+400
206
$216K 0.02%
1,666
207
$216K 0.02%
+2,000
208
$213K 0.02%
+1,962
209
$211K 0.02%
1,325
210
$209K 0.02%
5,570
211
$207K 0.02%
1,330
212
$206K 0.02%
+1,940
213
$205K 0.02%
1,390
214
$204K 0.02%
+1,500
215
$203K 0.02%
+8,278
216
$201K 0.02%
+1,486
217
$153K 0.01%
16,300
+3,025
218
$82.2K 0.01%
30,344
219
$22.2K ﹤0.01%
12,000
220
$12.9K ﹤0.01%
963
221
– –
-2,609
222
– –
-7,555
223
– –
-5,375
224
– –
-1,311
225
– –
-10,025
6 7 8
9
10