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
$1.16B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.52M
3
+$1.3M
4
AMTM
Amentum Holdings
AMTM
+$1.23M
5
PANW icon
Palo Alto Networks
PANW
+$660K

Top Sells

1
+$1.09M
2
+$980K
3
+$715K
4
EXAS icon
Exact Sciences
EXAS
+$598K
5
J icon
Jacobs Solutions
J
+$501K

Sector Composition

1 Technology 33.23%
2 Healthcare 14.81%
3 Industrials 9.79%
4 Financials 9.49%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.6M 6.71%
450,085
+1,845
2
$64.6M 5.58%
277,146
-1,993
3
$36.4M 3.15%
41,072
-137
4
$34.5M 2.98%
80,195
+1,144
5
$33.8M 2.92%
160,354
-113
6
$33.4M 2.89%
196,553
+2,692
7
$28.8M 2.49%
106,383
-107
8
$28.3M 2.44%
72,363
+740
9
$27.7M 2.39%
140,191
-322
10
$25.1M 2.17%
72,388
+578
11
$24.8M 2.15%
50,183
+800
12
$23.4M 2.02%
136,950
+3,860
13
$23.1M 1.99%
56,911
+96
14
$21.8M 1.88%
269,382
+1,555
15
$21.4M 1.85%
36,665
+120
16
$20.2M 1.74%
118,394
+7,635
17
$20.1M 1.74%
209,570
+1,885
18
$20.1M 1.73%
55,513
+1,099
19
$20M 1.73%
73,704
+440
20
$19.7M 1.71%
274,776
-15,196
21
$18.3M 1.58%
23,617
+328
22
$18.1M 1.57%
75,525
+2,177
23
$16.6M 1.43%
311,588
-6,542
24
$15.6M 1.35%
536,805
+1,150
25
$15.4M 1.33%
112,632
+2,800
1
2 3 4 5