MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$2.53M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$1.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$955K

Top Sells

1
+$3.33M
2
+$1.07M
3
+$677K
4
GIS icon
General Mills
GIS
+$640K
5
KO icon
Coca-Cola
KO
+$379K

Sector Composition

1 Technology 34.72%
2 Healthcare 13.18%
3 Financials 11.35%
4 Industrials 9.59%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$104M 8.64%
375,782
+883
2
$56.1M 4.68%
273,434
+2,759
3
$46.1M 3.84%
158,950
+1,864
4
$44M 3.67%
88,513
+1,385
5
$39.8M 3.32%
40,194
-125
6
$32.8M 2.74%
46,349
+750
7
$32.4M 2.7%
203,193
+7,249
8
$28.5M 2.38%
139,494
+2,944
9
$28M 2.33%
72,053
+483
10
$27.4M 2.29%
125,547
+5,350
11
$26M 2.17%
140,070
+2,414
12
$25.7M 2.14%
262,563
+1,743
13
$23.8M 1.99%
107,473
+1,400
14
$23.7M 1.98%
71,796
+158
15
$22.7M 1.89%
71,135
+196
16
$22.5M 1.88%
56,830
+1,230
17
$21.7M 1.81%
24,271
+14
18
$21.4M 1.78%
308,180
+2,026
19
$21M 1.75%
57,333
-2,959
20
$18.5M 1.54%
260,933
-5,314
21
$17.4M 1.45%
98,628
+5,832
22
$17.4M 1.45%
55,654
+18,739
23
$16.9M 1.41%
77,142
+2,237
24
$16.4M 1.37%
529,013
+4,658
25
$15.7M 1.31%
25,415
+417
1
2 3 4 5