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
IBM icon
76
IBM
IBM
$293B
$3.17M 0.26%
10,740
+31
ACN icon
77
Accenture
ACN
$156B
$3.03M 0.25%
10,145
-25
SBUX icon
78
Starbucks
SBUX
$99.1B
$3.01M 0.25%
32,798
-1,581
INTC icon
79
Intel
INTC
$188B
$2.9M 0.24%
129,634
-25
WFC icon
80
Wells Fargo
WFC
$274B
$2.83M 0.24%
35,334
+5,383
EXAS icon
81
Exact Sciences
EXAS
$12B
$2.75M 0.23%
51,828
-1,165
DLR icon
82
Digital Realty Trust
DLR
$61.1B
$2.75M 0.23%
15,750
RSP icon
83
Invesco S&P 500 Equal Weight ETF
RSP
$75.6B
$2.67M 0.22%
14,718
-10
MGA icon
84
Magna International
MGA
$12.8B
$2.63M 0.22%
67,990
-2,080
DRI icon
85
Darden Restaurants
DRI
$21.4B
$2.33M 0.19%
10,675
VUG icon
86
Vanguard Growth ETF
VUG
$203B
$2.26M 0.19%
5,163
-286
ISRG icon
87
Intuitive Surgical
ISRG
$195B
$2.22M 0.19%
4,085
+858
GILD icon
88
Gilead Sciences
GILD
$149B
$2.17M 0.18%
19,599
+48
DG icon
89
Dollar General
DG
$22.6B
$2.15M 0.18%
18,805
+175
RTX icon
90
RTX Corp
RTX
$240B
$2.06M 0.17%
14,083
+39
BHP icon
91
BHP
BHP
$143B
$1.85M 0.15%
38,534
-850
GOOG icon
92
Alphabet (Google) Class C
GOOG
$3.26T
$1.85M 0.15%
10,414
+131
TFC icon
93
Truist Financial
TFC
$57.1B
$1.8M 0.15%
41,956
-3,950
TXN icon
94
Texas Instruments
TXN
$154B
$1.78M 0.15%
8,589
NVS icon
95
Novartis
NVS
$250B
$1.71M 0.14%
14,120
-300
KMB icon
96
Kimberly-Clark
KMB
$40B
$1.7M 0.14%
13,165
-50
MOS icon
97
The Mosaic Company
MOS
$9.38B
$1.59M 0.13%
43,650
+700
LLY icon
98
Eli Lilly
LLY
$741B
$1.57M 0.13%
2,010
-37
XLF icon
99
Financial Select Sector SPDR Fund
XLF
$54.9B
$1.49M 0.12%
28,539
+80
XLK icon
100
Technology Select Sector SPDR Fund
XLK
$98.3B
$1.43M 0.12%
5,648
+253
2 3
4
5 6