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
$479M
AUM Growth
+$478M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.1M
3
+$3.09M
4
MDT icon
Medtronic
MDT
+$2.39M
5
JPM icon
JPMorgan Chase
JPM
+$2.32M

Top Sells

1
+$4.63M
2
+$3.25M
3
+$2.47M
4
QCOM icon
Qualcomm
QCOM
+$1.04M
5
IAC icon
IAC Inc
IAC
+$762K

Sector Composition

1 Technology 16.89%
2 Healthcare 16.1%
3 Industrials 11.7%
4 Financials 10.63%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 3.13%
388,564
+1,348
2
$14.4M 3%
147,619
+5,325
3
$14.3M 2.98%
180,673
+3,993
4
$12.5M 2.61%
158,376
-13,199
5
$11.7M 2.43%
93,940
+24,998
6
$10.6M 2.2%
409,116
-2,670
7
$10.1M 2.11%
166,972
+38,198
8
$9.65M 2.01%
235,814
-2,699
9
$8.73M 1.82%
78,200
+27,700
10
$8.69M 1.81%
275,736
+802
11
$8.49M 1.77%
138,016
+38,801
12
$8.49M 1.77%
378,593
-3,793
13
$8.23M 1.72%
91,426
-600
14
$7.8M 1.63%
1,609
+14
15
$7.58M 1.58%
118,973
-2,212
16
$7.41M 1.54%
91,200
-3,000
17
$7.39M 1.54%
90,185
+2,581
18
$7.34M 1.53%
73,834
-4,933
19
$7.29M 1.52%
380,324
-4,284
20
$6.91M 1.44%
97,450
+54,350
21
$6.23M 1.3%
124,525
+2,000
22
$6.2M 1.29%
50,260
-1,300
23
$6.19M 1.29%
86,926
-2,300
24
$6.05M 1.26%
147,604
-1,096
25
$5.94M 1.24%
32,298
-1,099
1
2 3 4 5