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
$985M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.53M
3
+$2.17M
4
SYK icon
Stryker
SYK
+$2.17M
5
LRCX icon
Lam Research
LRCX
+$2.15M

Top Sells

1
+$4.01M
2
+$3.77M
3
+$3.71M
4
SYY icon
Sysco
SYY
+$3.49M
5
INTC icon
Intel
INTC
+$2.93M

Sector Composition

1 Technology 30.39%
2 Healthcare 18.06%
3 Industrials 9.81%
4 Financials 8.52%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.7M 7.07%
399,049
+9,623
2
$34.2M 3.47%
223,702
+16,582
3
$27.3M 2.77%
168,137
-207
4
$26.4M 2.68%
419,140
-39,760
5
$26.2M 2.66%
45,473
-850
6
$25.3M 2.57%
246,200
-550
7
$24.6M 2.5%
79,895
-1,178
8
$24.2M 2.46%
177,850
+13,358
9
$21.6M 2.19%
106,812
10
$20.7M 2.1%
96,546
+585
11
$20.6M 2.09%
40,423
-572
12
$19.9M 2.02%
83,003
+8,902
13
$18M 1.82%
322,459
+17,993
14
$17.7M 1.8%
286,159
-64,706
15
$16.9M 1.71%
51,180
+2,595
16
$16.3M 1.65%
59,518
-222
17
$16.2M 1.65%
72,842
+5,595
18
$16.2M 1.65%
54,195
+143
19
$15.3M 1.55%
57,164
+8,100
20
$14.7M 1.49%
144,786
-8,584
21
$13.2M 1.33%
265,399
-59,197
22
$13M 1.32%
70,340
+11,740
23
$12.9M 1.31%
500,850
-143,600
24
$12.2M 1.23%
244,797
+24,525
25
$11.9M 1.21%
63,506
-1,358
1
2 3 4 5