MIM

Marco Investment Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 32.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$6.02M
3
+$4.42M
4
MTZ icon
MasTec
MTZ
+$1.27M
5
UNP icon
Union Pacific
UNP
+$523K

Top Sells

1
+$11M
2
+$3.15M
3
+$806K
4
JPM icon
JPMorgan Chase
JPM
+$763K
5
AAPL icon
Apple
AAPL
+$630K

Sector Composition

1 Technology 34.62%
2 Healthcare 13.67%
3 Financials 11.12%
4 Industrials 9.73%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$234K 0.02%
3,739
202
$233K 0.02%
1,550
+225
203
$232K 0.02%
2,064
-53
204
$226K 0.02%
1,666
205
$225K 0.02%
5,570
206
$225K 0.02%
3,553
207
$221K 0.02%
8,404
+126
208
$221K 0.02%
+1,320
209
$220K 0.02%
2,454
-1
210
$214K 0.02%
3,075
211
$210K 0.02%
+1,900
212
$208K 0.02%
2,500
213
$206K 0.02%
+2,725
214
$205K 0.02%
+2,655
215
$204K 0.02%
1,403
-83
216
$204K 0.02%
+2,330
217
$203K 0.02%
+1,448
218
$203K 0.02%
+406
219
$148K 0.01%
16,300
220
$78.6K 0.01%
30,344
221
$21.7K ﹤0.01%
12,000
222
– –
-25,157
223
– –
-1,330
224
– –
-1,500
225
– –
-1,970
6 7 8
9
10