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
$859M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.54M
3
+$2.81M
4
LRCX icon
Lam Research
LRCX
+$2.56M
5
MSFT icon
Microsoft
MSFT
+$2.28M

Top Sells

1
+$3.95M
2
+$3.46M
3
+$1.57M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$790K
5
AMZN icon
Amazon
AMZN
+$757K

Sector Composition

1 Technology 29.64%
2 Healthcare 18.99%
3 Industrials 10.01%
4 Financials 8.55%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.7M 6.37%
400,298
+1,249
2
$31.4M 3.65%
245,725
+22,023
3
$26.5M 3.09%
545,840
+126,700
4
$24.2M 2.81%
157,855
-10,282
5
$22.8M 2.65%
88,763
+8,868
6
$21.9M 2.55%
45,647
+174
7
$21.8M 2.54%
82,753
-250
8
$21.5M 2.5%
245,750
-450
9
$20.7M 2.41%
40,272
-151
10
$20.2M 2.35%
178,967
+1,117
11
$19.8M 2.31%
108,680
+12,134
12
$19.7M 2.3%
66,463
+15,283
13
$18.7M 2.17%
106,912
+100
14
$18.1M 2.11%
287,776
+1,617
15
$15.7M 1.82%
57,094
+2,899
16
$14.1M 1.64%
66,010
+6,492
17
$13.9M 1.62%
326,306
+3,847
18
$13.9M 1.61%
149,492
+4,706
19
$13M 1.51%
72,633
-209
20
$12.4M 1.44%
508,294
+7,444
21
$11.4M 1.32%
57,214
+50
22
$10.9M 1.27%
44,815
-249
23
$10.7M 1.24%
72,240
+1,900
24
$10.3M 1.2%
253,863
+9,066
25
$10.1M 1.17%
269,656
+4,257
1
2 3 4 5