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
$789M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.02M
3
+$716K
4
PANW icon
Palo Alto Networks
PANW
+$676K
5
CRM icon
Salesforce
CRM
+$572K

Top Sells

1
+$14.8M
2
+$3.08M
3
+$3M
4
UNP icon
Union Pacific
UNP
+$2.04M
5
NVDA icon
NVIDIA
NVDA
+$1.41M

Sector Composition

1 Technology 28.03%
2 Healthcare 19.46%
3 Industrials 9.81%
4 Financials 8.84%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.5M 5.14%
293,297
-107,001
2
$30M 3.8%
265,325
+19,600
3
$24.5M 3.11%
552,590
+6,750
4
$23.1M 2.93%
83,178
+425
5
$21.2M 2.69%
158,015
+160
6
$20.5M 2.59%
43,326
-2,321
7
$20.4M 2.58%
87,506
-1,257
8
$20.1M 2.55%
106,912
9
$19.4M 2.45%
38,327
-1,945
10
$18.7M 2.37%
178,656
-311
11
$18.7M 2.37%
247,825
+2,075
12
$17.6M 2.23%
108,649
-31
13
$16.4M 2.08%
55,968
-10,495
14
$16.2M 2.05%
288,349
+573
15
$16M 2.02%
57,856
+762
16
$14.4M 1.83%
151,012
+1,520
17
$13M 1.65%
325,217
-1,089
18
$12.3M 1.56%
74,773
+2,140
19
$12.3M 1.55%
515,170
+6,876
20
$11.4M 1.45%
56,365
-849
21
$11.2M 1.43%
260,109
+6,246
22
$10.8M 1.37%
55,558
-10,452
23
$10.6M 1.35%
71,930
-310
24
$10.6M 1.34%
34,900
+3,360
25
$9.91M 1.26%
43,966
-849
1
2 3 4 5