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
$976M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.59M
3
+$1.6M
4
ORCL icon
Oracle
ORCL
+$1.6M
5
TSLA icon
Tesla
TSLA
+$1.45M

Top Sells

1
+$5.99M
2
+$2M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$696K
5
AMGN icon
Amgen
AMGN
+$665K

Sector Composition

1 Technology 32.63%
2 Healthcare 15.99%
3 Industrials 10.19%
4 Financials 8.85%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.3M 5.46%
276,908
-3,415
2
$50M 5.13%
448,210
-17,910
3
$29.6M 3.03%
78,686
-1,852
4
$28.6M 2.93%
197,914
+871
5
$27.8M 2.84%
163,158
-1,307
6
$27.7M 2.84%
41,939
-739
7
$23.7M 2.42%
106,292
-55
8
$22.6M 2.31%
75,310
-20,000
9
$21.8M 2.23%
73,583
-535
10
$19.9M 2.03%
51,489
-800
11
$19.7M 2.02%
127,026
+492
12
$19.4M 1.99%
55,945
-171
13
$19.3M 1.98%
36,737
-286
14
$19.2M 1.97%
202,180
+250
15
$17.1M 1.75%
108,802
-159
16
$17M 1.74%
288,067
+650
17
$16.9M 1.73%
73,715
+1,637
18
$16.5M 1.69%
55,078
+242
19
$16.1M 1.65%
318,256
+6,547
20
$15.6M 1.6%
105,918
+168
21
$13.9M 1.42%
263,964
+7,599
22
$13.9M 1.42%
73,984
23
$13.7M 1.4%
519,655
-810
24
$13.6M 1.4%
55,529
-2,185
25
$13.6M 1.39%
23,404
-31
1
2 3 4 5