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
$1.06B
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.4M
3
+$957K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$638K
5
EPD icon
Enterprise Products Partners
EPD
+$487K

Top Sells

1
+$5.83M
2
+$5.27M
3
+$1.62M
4
GPC icon
Genuine Parts
GPC
+$1.54M
5
CI icon
Cigna
CI
+$1.27M

Sector Composition

1 Technology 32.01%
2 Healthcare 15.77%
3 Industrials 10.06%
4 Financials 9.16%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.5M 5.6%
448,560
+350
2
$47.8M 4.51%
278,754
+1,846
3
$33.7M 3.18%
198,969
+1,055
4
$33.2M 3.13%
78,811
+125
5
$31.9M 3%
159,045
-4,113
6
$30.5M 2.88%
41,676
-263
7
$27.1M 2.55%
106,365
+73
8
$26.2M 2.47%
71,613
-1,970
9
$26.1M 2.46%
71,810
-3,500
10
$23.3M 2.19%
127,706
+680
11
$21.4M 2.02%
55,727
-218
12
$20.8M 1.96%
203,080
+900
13
$20.6M 1.94%
49,219
-2,270
14
$19.4M 1.83%
54,212
-866
15
$18.5M 1.74%
129,874
+23,956
16
$18.3M 1.73%
36,992
+255
17
$18.2M 1.72%
73,623
-92
18
$17.8M 1.67%
290,357
+2,290
19
$16.9M 1.59%
74,134
+150
20
$16.3M 1.53%
23,262
-142
21
$16.2M 1.53%
108,974
+172
22
$16M 1.5%
319,631
+1,375
23
$15.9M 1.5%
264,496
+532
24
$15.7M 1.48%
536,355
+16,700
25
$15.1M 1.43%
50,294
-425
1
2 3 4 5