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
$645M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.75M
3
+$1.41M
4
AMGN icon
Amgen
AMGN
+$972K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$700K

Top Sells

1
+$3.4M
2
+$3.18M
3
+$2.88M
4
UNH icon
UnitedHealth
UNH
+$1.38M
5
PG icon
Procter & Gamble
PG
+$1.35M

Sector Composition

1 Healthcare 21.42%
2 Technology 20.29%
3 Financials 12.2%
4 Consumer Staples 8.42%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.8M 4.62%
643,660
-2,000
2
$23.8M 3.69%
142,605
+555
3
$21.9M 3.39%
118,601
+5,265
4
$19.3M 3%
185,473
-4,100
5
$18.7M 2.9%
84,877
+17,001
6
$16.8M 2.6%
337,736
-13,918
7
$16.4M 2.54%
373,056
-5,053
8
$16M 2.48%
285,498
-1,773
9
$15.5M 2.41%
361,355
-5,675
10
$14.2M 2.21%
200,838
+603
11
$13.9M 2.16%
126,745
-1,255
12
$13.5M 2.09%
64,530
-949
13
$12.9M 2%
150,906
-39,750
14
$12.8M 1.99%
65,711
-3,414
15
$12.8M 1.98%
120,065
-6,572
16
$12M 1.85%
70,820
+3,545
17
$11.2M 1.74%
113,625
-1,872
18
$10.1M 1.57%
76,089
-5,526
19
$10.1M 1.56%
37,126
+1,141
20
$9.34M 1.45%
68,805
-8,235
21
$9.16M 1.42%
95,846
-600
22
$8.86M 1.37%
36,120
-5,619
23
$8.18M 1.27%
295,445
-2,453
24
$8.12M 1.26%
161,448
-5,554
25
$7.86M 1.22%
94,985
-38,439
1
2 3 4 5