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
$435M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.87M
3
+$6.09M
4
DUK icon
Duke Energy
DUK
+$5.29M
5
PG icon
Procter & Gamble
PG
+$5.25M

Top Sells

1
+$2.8M
2
+$2.21M
3
+$2.13M
4
VYX icon
NCR Voyix
VYX
+$626K
5
HD icon
Home Depot
HD
+$529K

Sector Composition

1 Technology 17.64%
2 Healthcare 15.15%
3 Industrials 11.77%
4 Financials 10.44%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.6M 3.35%
384,408
-3,691
2
$13.6M 3.13%
179,874
-6,974
3
$13.3M 3.06%
145,989
-4,345
4
$11.8M 2.7%
174,875
+2,200
5
$9.5M 2.18%
414,436
+9,600
6
$8.6M 1.98%
+117,400
7
$8.57M 1.97%
365,850
-1,600
8
$8.51M 1.96%
274,632
-12,798
9
$8.3M 1.91%
487,424
-27,608
10
$8.1M 1.86%
70,721
-19,343
11
$7.24M 1.66%
1,477
-31
12
$7.21M 1.66%
217,312
-7,699
13
$7.11M 1.63%
94,126
-700
14
$7.03M 1.62%
136,074
-250
15
$6.89M 1.58%
123,817
-2,317
16
$6.87M 1.58%
+151,281
17
$6.27M 1.44%
75,146
-406
18
$6.11M 1.4%
34,495
-314
19
$6.09M 1.4%
+85,104
20
$6.01M 1.38%
53,710
-3,200
21
$5.99M 1.38%
52,000
-3,700
22
$5.67M 1.3%
93,903
+4,100
23
$5.49M 1.26%
103,114
-500
24
$5.49M 1.26%
174,825
+1,300
25
$5.33M 1.22%
89,600
-47,100
1
2 3 4 5