MIM
Marco Investment Management Portfolio holdings
AUM
$1.2B
1-Year Est. Return
22.28%
1 Year Est. Return
+22.28%
AUM
$1.08B
AUM Growth
-$80.3M
(-6.9%)
Holding
231
Top Buys
| 1 | +$2.75M | |
| 2 | +$2.45M | |
| 3 | +$1.21M | |
| 4 |
Eaton
ETN
|
+$1.17M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$869K |
Top Sells
| 1 | +$10.3M | |
| 2 | +$5.28M | |
| 3 | +$4.32M | |
| 4 |
Advanced Micro Devices
AMD
|
+$3.08M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
SPDR S&P 500 ETF Trust
SPY
$682B
| $14M | 1.3% |
24,998
+918
|
|
||
27
Union Pacific
UNP
$129B
| $13.3M | 1.23% |
56,343
-131
|
|
||
28
Amgen
AMGN
$157B
| $13.1M | 1.21% |
41,929
+2,501
|
|
||
29
United Parcel Service
UPS
$81.7B
| $12.8M | 1.19% |
116,453
-115
|
|
||
30
ConocoPhillips
COP
$108B
| $11.1M | 1.03% |
105,405
-16,325
|
|
||
31
Aflac
AFL
$57.1B
| $10.4M | 0.96% |
93,446
-320
|
|
||
32
Procter & Gamble
PG
$354B
| $10.1M | 0.94% |
59,283
-1,937
|
|
||
33
Honeywell
HON
$136B
| $9.59M | 0.89% |
45,303
+1,000
|
|
||
34
Phillips 66
PSX
$54B
| $9.53M | 0.88% |
77,147
-1,835
|
|
||
35
VanEck Gold Miners ETF
GDX
$20.6B
| $9.4M | 0.87% |
204,550
+50
|
|
||
36
LyondellBasell Industries
LYB
$15.3B
| $9.34M | 0.87% |
132,620
+225
|
|
||
37
SPDR Gold Trust
GLD
$127B
| $9.03M | 0.84% |
31,342
-15,000
|
|
||
38
Exxon Mobil
XOM
$490B
| $9.02M | 0.84% |
75,856
+201
|
|
||
39
Medtronic
MDT
$120B
| $8.59M | 0.8% |
95,555
-1,166
|
|
||
40
Merck
MRK
$217B
| $8.57M | 0.79% |
95,485
-125
|
|
||
41
Abbott
ABT
$220B
| $8.31M | 0.77% |
62,647
-15,418
|
|
||
42
Northrop Grumman
NOC
$84.9B
| $8.21M | 0.76% |
16,027
-63
|
|
||
43
AutoZone
AZO
$63.4B
| $7.49M | 0.69% |
1,965
-50
|
|
||
44
Jacobs Solutions
J
$18.9B
| $6.27M | 0.58% |
52,384
+51
|
|
||
45
Walt Disney
DIS
$201B
| $6.15M | 0.57% |
62,346
+635
|
|
||
46
Charles Schwab
SCHW
$170B
| $6.06M | 0.56% |
77,389
+250
|
|
||
47
Thermo Fisher Scientific
TMO
$211B
| $5.75M | 0.53% |
11,562
-345
|
|
||
48
Meta Platforms (Facebook)
META
$1.89T
| $5.47M | 0.51% |
9,486
+4
|
|
||
49
Global Payments
GPN
$20.8B
| $5.43M | 0.5% |
55,432
-2,750
|
|
||
50
NVIDIA
NVDA
$4.89T
| $5.39M | 0.5% |
49,756
-721
|
|