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
$925M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$967K
2
+$821K
3
+$783K
4
HON icon
Honeywell
HON
+$693K
5
EXAS icon
Exact Sciences
EXAS
+$613K

Top Sells

1
+$3.98M
2
+$3.77M
3
+$2.9M
4
ORCL icon
Oracle
ORCL
+$1.98M
5
AMZN icon
Amazon
AMZN
+$1.08M

Sector Composition

1 Technology 32.18%
2 Healthcare 17.47%
3 Industrials 10.05%
4 Financials 8.43%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.1M 5.95%
283,929
-5,079
2
$42.6M 4.6%
490,550
-33,470
3
$31.8M 3.43%
266,990
+1,377
4
$28.5M 3.08%
83,822
-2,887
5
$26.8M 2.89%
95,446
+2,042
6
$24.7M 2.67%
170,019
-620
7
$24.1M 2.6%
106,612
8
$23.5M 2.54%
43,688
+18
9
$19.4M 2.1%
108,435
+100
10
$18.9M 2.05%
206,225
-43,300
11
$18.4M 1.99%
74,848
+240
12
$17.8M 1.92%
36,943
+242
13
$17.7M 1.91%
56,838
-1,601
14
$17.5M 1.89%
130,117
-27,975
15
$17.4M 1.88%
288,334
-2,510
16
$16.9M 1.83%
52,383
+580
17
$16.9M 1.82%
55,342
+131
18
$16.3M 1.76%
314,967
-6,864
19
$15.1M 1.64%
73,985
+2,565
20
$14M 1.51%
529,448
+13,442
21
$13.5M 1.45%
256,869
-309
22
$13M 1.41%
102,122
+4,540
23
$12.6M 1.36%
72,505
+5,549
24
$11.8M 1.28%
57,714
+666
25
$11.3M 1.22%
95,186
-16,631
1
2 3 4 5