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
$561M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.1M
3
+$2.42M
4
INTC icon
Intel
INTC
+$2.41M
5
UNH icon
UnitedHealth
UNH
+$2.04M

Top Sells

1
+$4.01M
2
+$2.49M
3
+$1.83M
4
COST icon
Costco
COST
+$1.07M
5
APTV icon
Aptiv
APTV
+$702K

Sector Composition

1 Technology 23.08%
2 Healthcare 17.8%
3 Financials 11.6%
4 Consumer Staples 9.51%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 3.92%
444,056
-2,016
2
$20M 3.57%
179,116
+92
3
$19.1M 3.41%
349,575
-1,525
4
$18.6M 3.31%
364,610
+14
5
$17.7M 3.15%
368,928
+50,287
6
$16.5M 2.95%
67,782
+8,371
7
$15.1M 2.69%
146,079
+33,837
8
$14.6M 2.61%
55,431
-4,057
9
$14.3M 2.55%
69,410
+1,505
10
$14M 2.5%
184,436
-52,703
11
$13M 2.32%
70,586
-200
12
$12.5M 2.22%
59,957
-700
13
$12.2M 2.18%
91,439
-1,458
14
$11.6M 2.06%
134,205
-500
15
$10.8M 1.93%
374,919
+7,399
16
$9.62M 1.72%
47,001
+450
17
$9.61M 1.71%
95,271
18
$9.44M 1.68%
96,922
+500
19
$8.75M 1.56%
153,111
+1,550
20
$8.6M 1.53%
63,095
-400
21
$8.41M 1.5%
292,200
-86,500
22
$6.84M 1.22%
27,890
23
$6.54M 1.17%
77,824
-5,098
24
$6.46M 1.15%
38,200
-1,687
25
$6.45M 1.15%
52,235
-500
1
2 3 4 5