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
$656M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$4.52M
3
+$3.04M
4
MU icon
Micron Technology
MU
+$2.07M
5
AVGO icon
Broadcom
AVGO
+$1.48M

Top Sells

1
+$2.68M
2
+$2.47M
3
+$2.21M
4
ABBV icon
AbbVie
ABBV
+$1.87M
5
CAT icon
Caterpillar
CAT
+$1.43M

Sector Composition

1 Healthcare 19.58%
2 Technology 19.24%
3 Financials 12.71%
4 Industrials 9.84%
5 Consumer Staples 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24M 3.67%
567,908
-12,040
2
$20.3M 3.1%
189,933
-12,460
3
$19.8M 3.02%
113,969
+107,880
4
$18.5M 2.81%
288,210
+70,664
5
$17.4M 2.65%
378,342
-1,515
6
$17.3M 2.64%
67,806
-1,150
7
$16.3M 2.49%
353,741
-53,555
8
$15.8M 2.41%
412,130
+26,368
9
$15.6M 2.38%
130,725
-6,104
10
$15.4M 2.35%
190,656
+10,100
11
$14.6M 2.22%
203,135
+10,503
12
$13.3M 2.03%
70,325
-3,312
13
$12.7M 1.94%
80,715
-9,097
14
$12.7M 1.93%
67,979
-3,025
15
$12.3M 1.88%
127,652
-19,297
16
$12.3M 1.88%
85,734
-15,372
17
$11.8M 1.79%
106,550
-3,000
18
$11.1M 1.69%
132,371
-620
19
$10.7M 1.63%
68,825
-2,050
20
$10.2M 1.56%
46,435
-5,839
21
$10.1M 1.54%
117,720
-12,216
22
$9.29M 1.42%
34,807
-425
23
$8.91M 1.36%
95,846
-2,400
24
$8.76M 1.34%
165,474
+1,362
25
$8.33M 1.27%
314,150
+835
1
2 3 4 5