MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Return 16.19%
This Quarter Return
+2.55%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$20.2M
AUM Growth
+$1.6M
Cap. Flow
+$1.19M
Cap. Flow %
5.91%
Top 10 Hldgs %
76.27%
Holding
207
New
17
Increased
39
Reduced
17
Closed
58
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LOW icon
176
Lowe's Companies
LOW
$151B
-58
Closed -$4K
MCD icon
177
McDonald's
MCD
$224B
-53
Closed -$8K
MDLZ icon
178
Mondelez International
MDLZ
$79.9B
-109
Closed -$5K
MDT icon
179
Medtronic
MDT
$119B
-150
Closed -$13K
MMC icon
180
Marsh & McLennan
MMC
$100B
-103
Closed -$8K
MSFT icon
181
Microsoft
MSFT
$3.68T
-111
Closed -$8K
NEE icon
182
NextEra Energy, Inc.
NEE
$146B
-228
Closed -$8K
NVS icon
183
Novartis
NVS
$251B
-108
Closed -$8K
ORLY icon
184
O'Reilly Automotive
ORLY
$89B
-285
Closed -$4K
PEP icon
185
PepsiCo
PEP
$200B
-68
Closed -$8K
ROK icon
186
Rockwell Automation
ROK
$38.2B
-80
Closed -$13K
RTX icon
187
RTX Corp
RTX
$211B
-165
Closed -$13K
SBUX icon
188
Starbucks
SBUX
$97.1B
-81
Closed -$5K
SCHX icon
189
Schwab US Large- Cap ETF
SCHX
$59.2B
-90
Closed -$1K
SSYS icon
190
Stratasys
SSYS
$871M
-100
Closed -$2K
SU icon
191
Suncor Energy
SU
$48.5B
-243
Closed -$7K
TFI icon
192
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.23B
-43
Closed -$2K
TJX icon
193
TJX Companies
TJX
$155B
-126
Closed -$5K
TMO icon
194
Thermo Fisher Scientific
TMO
$186B
-29
Closed -$5K
TXN icon
195
Texas Instruments
TXN
$171B
-96
Closed -$7K
UNP icon
196
Union Pacific
UNP
$131B
-69
Closed -$8K
V icon
197
Visa
V
$666B
-54
Closed -$5K
VFC icon
198
VF Corp
VFC
$5.86B
-144
Closed -$8K
VTRS icon
199
Viatris
VTRS
$12.2B
-130
Closed -$5K
XOM icon
200
Exxon Mobil
XOM
$466B
-280
Closed -$23K