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
$574M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.43M
3
+$2.1M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
EPD icon
Enterprise Products Partners
EPD
+$2M

Top Sells

1
+$3.57M
2
+$3.23M
3
+$1.51M
4
PARA
Paramount Global Class B
PARA
+$1.39M
5
AKAM icon
Akamai
AKAM
+$1.27M

Sector Composition

1 Technology 17.36%
2 Healthcare 17.03%
3 Financials 12.94%
4 Industrials 12.02%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.3M 3.2%
633,700
-41,224
2
$17.7M 3.08%
204,803
-550
3
$16M 2.79%
385,547
-442
4
$15.2M 2.65%
104,144
+23,470
5
$15.1M 2.63%
131,379
+17,684
6
$14.8M 2.58%
408,199
+5,208
7
$13.5M 2.36%
56,474
+200
8
$13.3M 2.31%
87,600
-811
9
$12.5M 2.18%
414,646
-491
10
$11.5M 2.01%
71,952
-500
11
$11.2M 1.95%
171,837
-2,625
12
$9.94M 1.73%
74,120
-3,370
13
$9.79M 1.71%
136,661
-448
14
$9.76M 1.7%
113,800
-400
15
$9.22M 1.61%
147,241
+33,480
16
$8.97M 1.56%
56,082
-2,449
17
$8.79M 1.53%
141,525
-897
18
$8.7M 1.52%
122,088
+4,940
19
$8.39M 1.46%
92,987
-496
20
$8.3M 1.45%
89,471
-485
21
$8.21M 1.43%
303,555
+73,850
22
$8.21M 1.43%
83,750
-36,450
23
$7.97M 1.39%
35,655
-12
24
$7.83M 1.36%
65,340
-3,960
25
$7.73M 1.35%
121,772
+3,426
1
2 3 4 5