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
$1.2B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$2.51M
3
+$1.2M
4
ORCL icon
Oracle
ORCL
+$1.17M
5
QCOM icon
Qualcomm
QCOM
+$1.15M

Top Sells

1
+$3.35M
2
+$1.08M
3
+$684K
4
GIS icon
General Mills
GIS
+$601K
5
KO icon
Coca-Cola
KO
+$376K

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
CRM icon
26
Salesforce
CRM
$243B
$15.1M 1.26%
55,268
+2,402
UNP icon
27
Union Pacific
UNP
$129B
$13.4M 1.12%
58,116
+1,773
AMGN icon
28
Amgen
AMGN
$157B
$12M 1%
42,938
+1,009
UPS icon
29
United Parcel Service
UPS
$75.6B
$11.5M 0.96%
114,360
-2,093
HON icon
30
Honeywell
HON
$137B
$11.2M 0.93%
47,983
+2,680
GDX icon
31
VanEck Gold Miners ETF
GDX
$20.2B
$10.7M 0.89%
204,604
+54
LYB icon
32
LyondellBasell Industries
LYB
$15.8B
$10.2M 0.85%
175,965
+43,345
COP icon
33
ConocoPhillips
COP
$111B
$9.91M 0.83%
110,460
+5,055
AFL icon
34
Aflac
AFL
$57.5B
$9.74M 0.81%
92,345
-1,101
PG icon
35
Procter & Gamble
PG
$355B
$9.45M 0.79%
59,327
+44
PSX icon
36
Phillips 66
PSX
$54.7B
$9.27M 0.77%
77,722
+575
ABT icon
37
Abbott
ABT
$221B
$8.42M 0.7%
61,898
-749
MDT icon
38
Medtronic
MDT
$121B
$8.37M 0.7%
95,988
+433
XOM icon
39
Exxon Mobil
XOM
$494B
$8.25M 0.69%
76,571
+715
NOC icon
40
Northrop Grumman
NOC
$85.1B
$8.17M 0.68%
16,344
+317
DIS icon
41
Walt Disney
DIS
$202B
$7.94M 0.66%
63,996
+1,650
MRK icon
42
Merck
MRK
$220B
$7.72M 0.64%
97,577
+2,092
NVDA icon
43
NVIDIA
NVDA
$4.66T
$7.57M 0.63%
47,931
-1,825
AZO icon
44
AutoZone
AZO
$63.6B
$7.45M 0.62%
2,007
+42
J icon
45
Jacobs Solutions
J
$19.2B
$7.23M 0.6%
54,995
+2,611
META icon
46
Meta Platforms (Facebook)
META
$1.89T
$7.09M 0.59%
9,602
+116
SCHW icon
47
Charles Schwab
SCHW
$172B
$7.06M 0.59%
77,389
GLD icon
48
SPDR Gold Trust
GLD
$127B
$6.2M 0.52%
20,342
-11,000
LHX icon
49
L3Harris
LHX
$54.5B
$6M 0.5%
23,929
+32
LRCX icon
50
Lam Research
LRCX
$197B
$5.87M 0.49%
60,270
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