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MIM
Marco Investment Management Portfolio holdings
AUM
$1.32B
1-Year Est. Return
32.43%
This Fund
S&P 500
1 Year Est. Return
+32.43%
AUM
$1.32B
AUM Growth
-$6.88M
(-0.52%)
Holding
237
Top Buys
| 1 | +$19.4M | |
| 2 | +$6.99M | |
| 3 | +$1.8M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.27M |
| 5 |
Meta Platforms (Facebook)
META
|
+$722K |
Top Sells
| 1 | +$6.73M | |
| 2 | +$6.65M | |
| 3 | +$4.85M | |
| 4 |
SPDR Gold Trust
GLD
|
+$2.24M |
| 5 |
Broadcom
AVGO
|
+$1.63M |
Sector Composition
| 1 | Technology | 30.66% |
| 2 | Healthcare | 12.96% |
| 3 | Industrials | 11.51% |
| 4 | Financials | 10.1% |
| 5 | Consumer Staples | 8.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Broadcom
AVGO
$1.82T
| $100M | 7.55% |
323,187
-4,945
|
|
||
2
Apple
AAPL
$4.28T
| $68.9M | 5.2% |
271,388
+2,400
|
|
||
3
Caterpillar
CAT
$419B
| $49.3M | 3.72% |
69,625
-1,310
|
|
||
4
JPMorgan Chase
JPM
$859B
| $46.4M | 3.5% |
157,713
+2,115
|
|
||
5
Costco
COST
$436B
| $40.1M | 3.02% |
40,207
-31
|
|
||
6
KLA
KLAC
$332B
| $34.7M | 2.62% |
23,534
-413
|
|
||
7
Microsoft
MSFT
$2.9T
| $32.7M | 2.47% |
88,264
-63
|
|
||
8
Goldman Sachs
GS
$314B
| $32.2M | 2.43% |
38,109
-7,449
|
|
||
9
Walmart Inc
WMT
$963B
| $31.5M | 2.37% |
253,071
-8,409
|
|
||
10
AbbVie
ABBV
$402B
| $30.3M | 2.29% |
139,533
+94
|
|
||
11
Alphabet (Google) Class A
GOOGL
$4.39T
| $27.8M | 2.1% |
96,637
+21
|
|
||
12
Qualcomm
QCOM
$223B
| $25.7M | 1.94% |
199,774
-1,853
|
|
||
13
Cigna
CI
$78.8B
| $25.2M | 1.9% |
94,500
+1,027
|
|
||
14
Lowe's Companies
LOW
$124B
| $25.2M | 1.9% |
106,558
-20
|
|
||
15
Cisco
CSCO
$477B
| $23.1M | 1.74% |
297,564
-2,936
|
|
||
16
Palo Alto Networks
PANW
$228B
| $22.6M | 1.7% |
140,880
+2,375
|
|
||
17
American Express
AXP
$222B
| $21.2M | 1.6% |
69,953
+210
|
|
||
18
UnitedHealth
UNH
$371B
| $20.7M | 1.56% |
76,378
+355
|
|
||
19
Enterprise Products Partners
EPD
$80.6B
| $20M | 1.51% |
529,681
-560
|
|
||
20
Home Depot
HD
$327B
| $18.9M | 1.43% |
57,563
-2,342
|
|
||
21
VanEck Gold Miners ETF
GDX
$24.3B
| $18.8M | 1.42% |
204,711
+203
|
|
||
22
Stryker
SYK
$120B
| $18.6M | 1.4% |
56,637
+613
|
|
||
23
Coca-Cola
KO
$355B
| $18.3M | 1.38% |
240,152
-5,275
|
|
||
24
Global X Silver Miners ETF NEW
SIL
$4.56B
| $18M | 1.36% |
200,160
+197,160
|
|
||
25
State Street SPDR S&P 500 ETF Trust
SPY
$774B
| $17.2M | 1.3% |
26,516
+156
|
|