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
$610M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.43M
3
+$1.98M
4
MSFT icon
Microsoft
MSFT
+$1.83M
5
MRK icon
Merck
MRK
+$1.61M

Top Sells

1
+$3.03M
2
+$866K
3
+$833K
4
C icon
Citigroup
C
+$703K
5
XOM icon
Exxon Mobil
XOM
+$333K

Sector Composition

1 Technology 27.32%
2 Healthcare 18.5%
3 Consumer Staples 9.65%
4 Industrials 9.61%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.7M 7%
368,793
+4,417
2
$20.9M 3.42%
99,157
+8,692
3
$20.3M 3.33%
172,450
-7,360
4
$17.4M 2.86%
49,062
+60
5
$17.4M 2.85%
335,538
-3,444
6
$17M 2.79%
344,769
+4,066
7
$16.5M 2.71%
53,063
-124
8
$16.5M 2.71%
99,153
-5,000
9
$16.4M 2.7%
59,219
-50
10
$16M 2.63%
96,659
+1,070
11
$15.2M 2.49%
157,753
-1,383
12
$15.1M 2.47%
382,639
+30,350
13
$11.7M 1.92%
46,198
-815
14
$11.5M 1.88%
162,830
-20
15
$11.3M 1.85%
310,370
+850
16
$11.3M 1.85%
128,895
+22,574
17
$11.3M 1.85%
193,036
+5,996
18
$11.2M 1.84%
188,203
+1,100
19
$10.4M 1.71%
51,945
+450
20
$10.3M 1.69%
49,432
+977
21
$9.72M 1.59%
93,541
-1,650
22
$9.36M 1.54%
47,526
+431
23
$9.35M 1.53%
62,670
-200
24
$8.38M 1.37%
67,508
+275
25
$8.2M 1.34%
32,609
+539
1
2 3 4 5