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
$1.02B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.11M
3
+$3.93M
4
GPN icon
Global Payments
GPN
+$2.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.9M

Top Sells

1
+$6.9M
2
+$5.42M
3
+$5.23M
4
AMGN icon
Amgen
AMGN
+$4.05M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Sector Composition

1 Technology 31.37%
2 Healthcare 17.32%
3 Consumer Discretionary 9.13%
4 Industrials 9.1%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.2M 6.8%
389,426
+1,516
2
$37.9M 3.72%
207,120
+1,130
3
$30.5M 3%
458,900
-450
4
$27.6M 2.71%
106,812
-419
5
$27.3M 2.68%
81,073
-11,652
6
$26.3M 2.59%
46,323
-1,300
7
$26M 2.56%
164,492
+2,275
8
$22.8M 2.24%
168,344
-581
9
$22.8M 2.24%
246,750
+9,090
10
$22.4M 2.21%
54,052
-683
11
$20.8M 2.04%
350,865
+2,218
12
$20.6M 2.02%
40,995
-10,409
13
$20.6M 2.02%
95,961
+2,777
14
$19.3M 1.9%
304,466
-108,879
15
$18.6M 1.83%
48,585
+255
16
$17M 1.67%
74,101
+1,550
17
$16.7M 1.64%
324,596
-38,522
18
$15.8M 1.56%
153,370
-5,000
19
$15.1M 1.48%
59,740
+1,772
20
$14.2M 1.39%
644,450
+68,980
21
$13.9M 1.37%
67,247
+3,352
22
$13.3M 1.31%
58,600
-65
23
$13.1M 1.29%
49,064
+1,626
24
$11.4M 1.12%
73,381
+2,676
25
$10.8M 1.07%
25,218
+10,275
1
2 3 4 5