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
$870M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$725K
3
+$636K
4
PANW icon
Palo Alto Networks
PANW
+$425K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$360K

Top Sells

1
+$7.77M
2
+$3.52M
3
+$2.03M
4
ETN icon
Eaton
ETN
+$1.75M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 30.53%
2 Healthcare 17.93%
3 Industrials 10.41%
4 Financials 8.46%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48M 5.52%
280,323
-3,606
2
$38.7M 4.45%
466,120
-24,430
3
$27.3M 3.14%
95,310
-136
4
$25.4M 2.92%
80,538
-3,284
5
$24.1M 2.77%
42,678
-1,010
6
$23.9M 2.74%
164,465
-5,554
7
$22.1M 2.54%
106,347
-265
8
$21.9M 2.52%
197,043
-69,947
9
$20.2M 2.33%
74,118
-730
10
$19.1M 2.2%
201,930
-4,295
11
$18.9M 2.17%
126,534
-3,583
12
$18.7M 2.15%
37,023
+80
13
$17M 1.95%
108,961
+526
14
$17M 1.95%
56,116
-722
15
$16.9M 1.95%
52,289
-94
16
$16.8M 1.93%
311,709
-3,258
17
$16.1M 1.85%
287,417
-917
18
$15M 1.72%
54,836
-506
19
$14.4M 1.66%
72,078
-1,907
20
$14.2M 1.64%
520,465
-8,983
21
$13.7M 1.57%
256,365
-504
22
$12.4M 1.43%
105,750
+3,628
23
$11.8M 1.35%
57,714
24
$11.1M 1.27%
158,658
+49
25
$11M 1.27%
73,984
+1,479
1
2 3 4 5