MIM

Marco Investment Management Portfolio holdings

AUM $1.31B
1-Year Est. Return 26.36%
This Quarter Est. Return
1 Year Est. Return
+26.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.45M
3
+$1.21M
4
ETN icon
Eaton
ETN
+$1.17M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$869K

Top Sells

1
+$10.3M
2
+$5.28M
3
+$4.32M
4
AMD icon
Advanced Micro Devices
AMD
+$3.08M
5
LRCX icon
Lam Research
LRCX
+$2.91M

Sector Composition

1 Technology 30.71%
2 Healthcare 15.23%
3 Financials 10.65%
4 Industrials 9.68%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.8M 5.82%
374,899
-61,545
2
$60.1M 5.58%
270,675
-3,641
3
$38.5M 3.57%
157,086
-383
4
$38.1M 3.54%
40,319
-285
5
$32.7M 3.03%
87,128
+6,523
6
$30.1M 2.79%
195,944
-2,241
7
$28.8M 2.67%
137,656
-25,184
8
$24.9M 2.31%
45,599
-3,535
9
$24.7M 2.29%
106,073
10
$23.6M 2.19%
71,570
-198
11
$23.6M 2.19%
71,638
-150
12
$23.3M 2.16%
136,550
+1,721
13
$22.9M 2.12%
260,820
-1,204
14
$22.1M 2.05%
60,292
+3,310
15
$20.7M 1.92%
55,600
+1,048
16
$19.3M 1.79%
36,915
-320
17
$19.1M 1.77%
70,939
-520
18
$19.1M 1.77%
266,247
+77
19
$18.9M 1.75%
306,154
-5
20
$17.9M 1.66%
524,355
-4,050
21
$16.8M 1.56%
120,197
+2,063
22
$16.5M 1.53%
24,257
+629
23
$14.3M 1.33%
92,796
+5,617
24
$14.2M 1.32%
74,905
+378
25
$14.2M 1.32%
52,866
-347
1
2 3 4 5