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
$589M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.4M
3
+$1.28M
4
VZ icon
Verizon
VZ
+$1.26M
5
AAL icon
American Airlines Group
AAL
+$1.07M

Top Sells

1
+$3.95M
2
+$2.5M
3
+$2.13M
4
AAPL icon
Apple
AAPL
+$1.75M
5
DFS
Discover Financial Services
DFS
+$1.49M

Sector Composition

1 Technology 18.27%
2 Healthcare 18.04%
3 Financials 12.48%
4 Industrials 10.69%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 3.57%
584,892
-48,808
2
$18.3M 3.11%
208,593
+3,790
3
$17.1M 2.9%
104,219
+75
4
$16.3M 2.77%
384,947
-600
5
$14.8M 2.51%
409,306
+1,107
6
$14.3M 2.43%
133,579
+2,200
7
$13.7M 2.32%
404,920
-9,726
8
$12.8M 2.17%
55,654
-820
9
$12.6M 2.13%
87,939
+339
10
$12.3M 2.09%
181,288
+44,627
11
$12.3M 2.08%
213,764
+41,927
12
$11.2M 1.91%
67,078
-4,874
13
$10.8M 1.83%
73,370
-750
14
$10.7M 1.82%
133,088
+11,000
15
$9.84M 1.67%
107,850
-5,950
16
$9.55M 1.62%
146,596
-645
17
$9.16M 1.56%
139,028
-2,497
18
$9.07M 1.54%
55,322
-760
19
$8.71M 1.48%
66,173
+1,850
20
$8.58M 1.46%
192,260
-1,098
21
$8.54M 1.45%
82,500
-1,250
22
$8.53M 1.45%
308,790
+5,235
23
$8.49M 1.44%
91,846
+2,375
24
$8.44M 1.43%
64,140
-1,200
25
$8.39M 1.42%
35,580
-75
1
2 3 4 5