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
$697M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.28M
3
+$3.5M
4
ABBV icon
AbbVie
ABBV
+$2.39M
5
UNP icon
Union Pacific
UNP
+$2.19M

Top Sells

1
+$3.25M
2
+$2.43M
3
+$2.32M
4
INTC icon
Intel
INTC
+$2.09M
5
IAC icon
IAC Inc
IAC
+$1.41M

Sector Composition

1 Technology 27.19%
2 Healthcare 19%
3 Financials 10.25%
4 Industrials 9.74%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.5M 6.96%
365,150
-3,643
2
$26.1M 3.75%
171,250
-1,200
3
$21M 3.01%
94,291
-4,866
4
$20M 2.86%
157,018
-735
5
$18.9M 2.72%
345,304
+535
6
$18.8M 2.7%
420,758
+38,119
7
$18.4M 2.64%
52,387
-676
8
$17.7M 2.54%
46,963
-2,099
9
$16.2M 2.33%
151,154
+22,259
10
$15.8M 2.27%
93,917
-5,236
11
$15.5M 2.23%
96,579
-80
12
$15M 2.15%
56,483
-2,736
13
$14.9M 2.13%
162,105
-725
14
$14.6M 2.1%
293,586
-41,952
15
$14.1M 2.03%
61,439
+15,241
16
$13.1M 1.87%
298,120
-12,250
17
$12.5M 1.79%
47,245
-4,700
18
$11.9M 1.71%
48,482
-950
19
$11.7M 1.67%
64,308
-3,200
20
$11.4M 1.64%
194,502
+6,299
21
$11.1M 1.59%
47,370
-156
22
$10.8M 1.55%
51,939
+10,535
23
$10.8M 1.55%
92,316
-1,225
24
$10.6M 1.52%
58,275
-4,395
25
$9.94M 1.43%
145,522
-47,514
1
2 3 4 5