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
$907M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.78M
3
+$4.24M
4
LRCX icon
Lam Research
LRCX
+$3.43M
5
MTCH icon
Match Group
MTCH
+$3.33M

Top Sells

1
+$2M
2
+$1.4M
3
+$330K
4
TGT icon
Target
TGT
+$312K
5
MSFT icon
Microsoft
MSFT
+$301K

Sector Composition

1 Technology 28.95%
2 Healthcare 18.07%
3 Financials 10.32%
4 Industrials 8.97%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.9M 6.05%
387,910
+3,945
2
$26.6M 2.93%
205,990
+2,365
3
$26.6M 2.93%
162,217
+1,685
4
$26.1M 2.88%
92,725
-1,067
5
$22.5M 2.48%
413,345
+11,861
6
$22.3M 2.46%
237,660
+45,199
7
$22.3M 2.45%
459,350
+6,380
8
$21.8M 2.4%
107,231
-203
9
$21.4M 2.36%
47,623
+110
10
$20.1M 2.21%
51,404
+253
11
$19.3M 2.13%
363,118
+50,345
12
$18.3M 2.02%
348,647
-1,022
13
$18.3M 2.01%
48,330
+660
14
$18.2M 2.01%
168,925
+10,794
15
$18M 1.98%
54,735
-1,004
16
$17M 1.87%
93,184
+6,948
17
$14.5M 1.6%
+72,551
18
$13.5M 1.49%
63,626
+2,860
19
$13.4M 1.48%
158,370
+6,958
20
$12.5M 1.38%
47,438
-965
21
$12.5M 1.37%
575,470
+101,524
22
$12.5M 1.37%
99,342
+1,722
23
$12.3M 1.35%
63,895
+915
24
$12M 1.32%
46,167
-78
25
$12M 1.32%
70,705
+392
1
2 3 4 5