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
AMZN icon
51
Amazon
AMZN
$2.42T
$5.75M 0.48%
26,211
+5,456
TSLA icon
52
Tesla
TSLA
$1.5T
$5.64M 0.47%
17,750
+31
MRVL icon
53
Marvell Technology
MRVL
$76.5B
$5.42M 0.45%
70,000
PWR icon
54
Quanta Services
PWR
$65.8B
$5.16M 0.43%
13,650
-206
ROP icon
55
Roper Technologies
ROP
$49.9B
$5.15M 0.43%
9,077
+115
CVS icon
56
CVS Health
CVS
$105B
$5.13M 0.43%
74,431
-360
ETN icon
57
Eaton
ETN
$148B
$4.65M 0.39%
13,018
+10
TMO icon
58
Thermo Fisher Scientific
TMO
$213B
$4.53M 0.38%
11,162
-400
BAC icon
59
Bank of America
BAC
$389B
$4.44M 0.37%
93,906
+237
EOG icon
60
EOG Resources
EOG
$58.3B
$4.43M 0.37%
37,075
+800
JNJ icon
61
Johnson & Johnson
JNJ
$458B
$4.31M 0.36%
28,209
-50
AMD icon
62
Advanced Micro Devices
AMD
$421B
$4.28M 0.36%
30,142
-300
MCD icon
63
McDonald's
MCD
$221B
$4.23M 0.35%
14,489
+31
MTZ icon
64
MasTec
MTZ
$16.7B
$4.2M 0.35%
24,650
+1,045
DUK icon
65
Duke Energy
DUK
$99.1B
$4.11M 0.34%
34,839
+323
QQQ icon
66
Invesco QQQ Trust
QQQ
$399B
$3.89M 0.32%
7,058
-5
AMAT icon
67
Applied Materials
AMAT
$184B
$3.86M 0.32%
21,103
GPN icon
68
Global Payments
GPN
$21.1B
$3.75M 0.31%
46,882
-8,550
EXPE icon
69
Expedia Group
EXPE
$27.5B
$3.72M 0.31%
22,044
+412
O icon
70
Realty Income
O
$55.2B
$3.62M 0.3%
62,751
+401
VZ icon
71
Verizon
VZ
$165B
$3.61M 0.3%
83,540
+4,259
PYPL icon
72
PayPal
PYPL
$67.1B
$3.61M 0.3%
48,608
+2,800
CTSH icon
73
Cognizant
CTSH
$33.2B
$3.47M 0.29%
44,500
-700
TJX icon
74
TJX Companies
TJX
$159B
$3.42M 0.28%
27,663
-104
PFE icon
75
Pfizer
PFE
$141B
$3.36M 0.28%
138,509
-8,764
1 2
3
4 5