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
$724M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$5.68M
3
+$3.51M
4
AAPL icon
Apple
AAPL
+$2.92M
5
SNDK
SANDISK CORP
SNDK
+$2.51M

Top Sells

1
+$5.08M
2
+$3.97M
3
+$848K
4
INTC icon
Intel
INTC
+$744K
5
HOG icon
Harley-Davidson
HOG
+$454K

Sector Composition

1 Financials 33.92%
2 Technology 12.99%
3 Healthcare 11.55%
4 Industrials 7.69%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$186M 25.73%
+900
2
$17.2M 2.38%
403,319
-555
3
$17.1M 2.36%
186,346
+1,351
4
$14.6M 2.02%
148,893
+102
5
$13.7M 1.9%
394,743
-21,381
6
$12.8M 1.77%
508,616
+115,776
7
$12.8M 1.76%
211,763
-6,600
8
$12.6M 1.74%
168,766
+7,738
9
$11.2M 1.55%
105,250
-1,650
10
$11.1M 1.53%
113,300
+25,600
11
$10.8M 1.5%
88,260
-2,700
12
$10.1M 1.4%
80,769
+269
13
$9.86M 1.36%
391,857
+14,714
14
$9.25M 1.28%
241,151
+1,036
15
$9.08M 1.25%
105,277
+11,924
16
$8.98M 1.24%
131,715
+13,163
17
$8.93M 1.23%
144,117
+6,101
18
$8.71M 1.2%
47,455
+600
19
$8.57M 1.18%
97,926
+2,200
20
$7.99M 1.1%
274,280
+2,800
21
$7.69M 1.06%
102,826
+1,100
22
$7.32M 1.01%
157,815
-6,852
23
$7.21M 1%
36,586
+10,000
24
$7.17M 0.99%
1,558
-51
25
$7.09M 0.98%
50,485
+300
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