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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 | |
|---|---|---|---|---|---|---|
76
Digital Realty Trust
DLR
$64.7B
| $2.96M | 0.22% |
16,450
|
|
||
77
Alphabet (Google) Class C
GOOG
$4.37T
| $2.95M | 0.22% |
10,275
-37
|
|
||
78
RTX Corp
RTX
$247B
| $2.93M | 0.22% |
15,166
+1,108
|
|
||
79
Wells Fargo
WFC
$256B
| $2.81M | 0.21% |
35,251
-200
|
|
||
80
Invesco S&P 500 Equal Weight ETF
RSP
$90.5B
| $2.76M | 0.21% |
14,388
-260
|
|
||
81
Starbucks
SBUX
$117B
| $2.67M | 0.2% |
29,807
-1,597
|
|
||
82
Gilead Sciences
GILD
$156B
| $2.66M | 0.2% |
19,101
|
|
||
83
IBM
IBM
$256B
| $2.64M | 0.2% |
10,879
+125
|
|
||
84
Intuitive Surgical
ISRG
$146B
| $2.59M | 0.2% |
5,626
+120
|
|
||
85
Global Payments
GPN
$18.5B
| $2.57M | 0.19% |
38,192
-5,280
|
|
||
86
PayPal
PYPL
$36.6B
| $2.53M | 0.19% |
55,968
+3,380
|
|
||
87
Cognizant
CTSH
$24.7B
| $2.37M | 0.18% |
38,700
-1,800
|
|
||
88
Darden Restaurants
DRI
$24.2B
| $2.3M | 0.17% |
11,725
+1,050
|
|
||
89
Vanguard Growth ETF
VUG
$221B
| $2.27M | 0.17% |
31,170
+270
|
|
||
90
MP Materials
MP
$10.2B
| $2.18M | 0.16% |
45,100
+8,600
|
|
||
91
Novartis
NVS
$292B
| $2.12M | 0.16% |
13,875
-145
|
|
||
92
Dollar General
DG
$25.3B
| $2.11M | 0.16% |
17,787
-810
|
|
||
93
APA Corp
APA
$13.1B
| $2.11M | 0.16% |
49,699
+7
|
|
||
94
BHP
BHP
$231B
| $2.09M | 0.16% |
28,789
-145
|
|
||
95
Bristol-Myers Squibb
BMY
$117B
| $2.08M | 0.16% |
34,278
+8,325
|
|
||
96
Chevron
CVX
$373B
| $2.07M | 0.16% |
9,988
-170
|
|
||
97
Accenture
ACN
$105B
| $2.01M | 0.15% |
10,124
-14
|
|
||
|
98
iShares Core S&P 500 ETF
IVV
$838B
| $1.88M | 0.14% |
2,880
+1,865
|
|
||
99
Truist Financial
TFC
$64.4B
| $1.87M | 0.14% |
40,681
|
|
||
100
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $1.82M | 0.14% |
26,955
+4,590
|
|