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
$861M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.58M
3
+$2.99M
4
KLAC icon
KLA
KLAC
+$2.9M
5
AMD icon
Advanced Micro Devices
AMD
+$2.82M

Top Sells

1
+$1.45M
2
+$1.32M
3
+$492K
4
SCHW icon
Charles Schwab
SCHW
+$364K
5
HD icon
Home Depot
HD
+$322K

Sector Composition

1 Technology 28.72%
2 Healthcare 17.79%
3 Financials 10.76%
4 Industrials 9.7%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.6M 6.11%
383,965
+4,065
2
$29.1M 3.38%
203,625
+2,905
3
$25.4M 2.95%
93,792
-435
4
$25M 2.9%
160,532
+3,664
5
$21.6M 2.51%
452,970
+62,600
6
$21.3M 2.47%
401,484
-27,374
7
$20.8M 2.42%
107,434
+8,760
8
$20.5M 2.38%
51,151
-236
9
$19.8M 2.3%
192,461
+26,205
10
$18.9M 2.2%
349,669
+3,865
11
$18.8M 2.18%
47,513
-670
12
$18.1M 2.1%
47,670
+80
13
$17.9M 2.08%
86,236
-6,341
14
$17.8M 2.07%
158,131
+3,205
15
$17.8M 2.07%
55,739
-1,011
16
$17.6M 2.04%
312,773
+19,257
17
$14.8M 1.72%
60,766
-549
18
$13.7M 1.59%
62,980
+3,805
19
$13.5M 1.57%
46,245
-550
20
$12.6M 1.47%
151,412
-147
21
$12.6M 1.46%
48,403
+50
22
$12.4M 1.44%
70,313
+7,345
23
$12.2M 1.42%
55,468
+2,504
24
$12.1M 1.41%
97,620
+5,304
25
$11.5M 1.34%
205,262
+7,373
1
2 3 4 5