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
$1.08B
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.2M
3
+$1.83M
4
CVX icon
Chevron
CVX
+$1.01M
5
CRM icon
Salesforce
CRM
+$592K

Top Sells

1
+$2.76M
2
+$1.98M
3
+$1.02M
4
IFF icon
International Flavors & Fragrances
IFF
+$752K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$607K

Sector Composition

1 Technology 34.72%
2 Healthcare 14.42%
3 Industrials 9.23%
4 Financials 9.16%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72M 6.64%
448,240
-320
2
$58.8M 5.42%
279,139
+385
3
$38.6M 3.56%
193,861
-5,108
4
$35.3M 3.26%
79,051
+240
5
$35M 3.23%
41,209
-467
6
$32.5M 2.99%
160,467
+1,422
7
$24.1M 2.22%
140,513
+12,807
8
$23.9M 2.2%
71,623
+10
9
$23.7M 2.19%
71,810
10
$23.5M 2.17%
106,490
+125
11
$22.6M 2.08%
133,090
+3,216
12
$22.3M 2.06%
49,383
+164
13
$19.9M 1.83%
207,685
+4,605
14
$19.7M 1.82%
73,348
-275
15
$19.6M 1.8%
56,815
+1,088
16
$19.2M 1.77%
23,289
+27
17
$18.6M 1.72%
36,545
-447
18
$18.5M 1.71%
54,414
+202
19
$18.5M 1.7%
289,972
-385
20
$18.1M 1.67%
267,827
+3,331
21
$17M 1.56%
73,264
-870
22
$15.6M 1.44%
110,759
-1,843
23
$15.6M 1.44%
136,473
+34,455
24
$15.5M 1.43%
535,655
-700
25
$15.1M 1.39%
318,130
-1,501
1
2 3 4 5