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
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.02M
3
+$1.81M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.43M
5
ABT icon
Abbott
ABT
+$1.4M

Top Sells

1
+$5.73M
2
+$3.16M
3
+$2.04M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$956K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

1 Technology 35.06%
2 Healthcare 13.47%
3 Financials 10.28%
4 Industrials 9.35%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$101M 8.73%
436,444
-13,641
2
$68.7M 5.93%
274,316
-2,830
3
$37.7M 3.26%
157,469
-2,885
4
$37.2M 3.21%
40,604
-468
5
$34M 2.93%
80,605
+410
6
$30.4M 2.63%
198,185
+1,632
7
$28.9M 2.5%
162,840
+22,649
8
$28.1M 2.43%
49,134
-1,049
9
$26.2M 2.26%
106,073
-310
10
$26M 2.25%
71,768
-595
11
$24.5M 2.12%
134,829
-2,121
12
$23.7M 2.04%
262,024
-7,358
13
$22.2M 1.91%
56,982
+71
14
$21.2M 1.83%
71,459
-2,245
15
$19.8M 1.71%
71,788
-600
16
$19.7M 1.7%
118,134
-260
17
$19.6M 1.7%
54,552
-961
18
$18.8M 1.63%
37,235
+570
19
$18.1M 1.56%
306,159
-5,429
20
$17.8M 1.54%
53,213
-191
21
$16.6M 1.43%
266,170
-8,606
22
$16.6M 1.43%
528,405
-8,400
23
$16.5M 1.42%
87,179
+5,655
24
$15.5M 1.34%
74,527
-998
25
$14.9M 1.28%
23,628
+11
1
2 3 4 5